Simply Financial With Christopher Calandra

Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina

Episode Summary

Chris interviews Michael Giardina on estate planning strategies & timelines

Episode Notes

Guest: Michael Giardina, Estate Planner for Henry Federer LLP

When you should review your Estate plan:

• Every 3 years
• If you marry or divorce
• If you or your spouse's health declines
• If your spouse passes away
• If your value of assets change dramatically
• If you buy real estate in another state
• Marriage or divorce of beneficiary
• If the finances of a beneficiaries change
• If a beneficiary's attitude toward you changes
• If a minor becomes an adult
• If a family member passes away
• If you move to another state