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    Estate Planning Flags #7: Outdated Estate Plans

    Estate Planning Flags #7: Outdated Estate Plans

    FromThompson & Associates

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    Estate Planning Flags #7: Outdated Estate Plans

    FromThompson & Associates

    ratings:
    Length:
    20 minutes
    Released:
    Sep 25, 2018
    Format:
    Podcast episode

    Description

    In this episode, Cayce and Jason discuss:• Why it's important to have an updated estate plan• What factors make an estate plan outdated• When someone should update their estate plan• Why it's important for development officers to help donors update their estate plan
    Released:
    Sep 25, 2018
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.