Episode #319: Why Your Estate Plan Needs to be Flexible


Is your estate plan built to last through the twists and turns of life? Proper estate planning should be flexible and is most successful when it bends, not breaks, with inevitable life changes. What strategies can you implement to align your estate plan with your current needs and future goals?

Start preparing today for a lasting legacy tomorrow by learning how to adapt your estate plan to life’s unpredictabilities. In this episode of Money Script Monday, Sean emphasizes the importance of building a flexible estate plan that factors for changes in tax laws, family dynamics, and needs so you can provide a lasting legacy to loved ones.

Resources Provided for This Episode

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About Sean Brady

Sean Brady is an Advanced Case Designer at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.


This information is meant for educational purposes only.

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