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#292 - Ryan Heath - Founding Attorney @ Baker Heath, PLLC - Estate Planning 101

The Fort

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How to Revisit Your Estate Plan

I think the best route to go is to meet with an estate planning attorney first. We have a revocable trust, Lorna and I do for our personal assets that will eventually funnel down to GG. And then we have an irrevocable trust that's really going to be used for her benefit during our lifetime before we pass away. Yeah. So I think the estate plan is kind of a living, breathing thing that has to evolve over time because your life does. But I think the big milestones are there's kind of a plan when you first start out when you have minor kids."

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