EPISODE · Jan 15, 2026 · 20 MIN
Ep #152 - Your Estate Plan Probably Needs a Refresh. Here’s Why
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
Most people think estate planning is something you “finish.” In reality, it’s something you maintain as life, laws, assets, and relationships change. In this episode Adam and Ben reframe estate planning as a living, human document, not just a legal one. By the end, you’ll want to pull out your documents, look at the dates, look at the names and ask yourself: does this still match my life?Ticket #T010241Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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What this episode covers
Most people think estate planning is something you “finish.” In reality, it’s something you maintain as life, laws, assets, and relationships change. In this episode Adam and Ben reframe estate planning as a living, human document, not just a legal one. By the end, you’ll want to pull out your documents, look at the dates, look at the names and ask yourself: does this still match my life? Ticket #T010241 Thanks for listening! If you want to be notified when the next episode will be released,...
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Ep #152 - Your Estate Plan Probably Needs a Refresh. Here’s Why
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