The Risks of “Set It and Forget It”

You once made an ⁠estate plan⁠ – great! But if you haven’t looked at it since, your plan could be out of date, incomplete, or even counterproductive. 

On this episode of Life Happens Radio, attorneys ⁠Tommaso Marasco⁠ and ⁠Anthony Khatchoui⁠ discuss the foundation of a solid plan, and break down the hidden risks of the “set it and forget it” mindset when it comes to your legal and financial future.

From outdated beneficiary designations to improperly titled assets, small mistakes can cause major headaches for your loved ones. The hosts will walk through essential check-in points—like births, deaths, divorces, and health changes—and explain how to keep your plan working for you, not against you.

Whether you have a will, a trust, or some documents gathering dust in a drawer, tune in to learn:

• Why estate plans should be reviewed every 3 years (or sooner!)
• What happens when accounts don’t match your wishes
• How to properly title assets and assign beneficiaries

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