Maintaining Your Estate Plan
Estate planning is not a set it and forget it process, and any major life changes or changes in residency should prompt a review and update of those critical documents. Donna discusses the importance of keeping your estate plan up-to-date. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/10/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
The skinny
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