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Your Physician Estate Plan Is Probably Out of Date. Here's What to Do About It.

Most physicians have an estate plan. The problem isn't that they skipped it. The problem is they did it once, filed it away, and never thought about it again. If you drafted your documents more than five years ago, and your life has changed in any meaningful way since then, that plan is probably wrong. […]

July 14, 2026 • 8 Min Read

Financial Wellness

Your Physician Estate Plan Is Probably Out of Date. Here's What to Do About It.

July 14, 2026 • 8 Min Read

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Recent Episodes

#324 The Estate Plan Most Physicians Have But Haven't Updated in a Decade ft. Peter Kim, MD

In this episode, Dr. Peter Kim opens up about a colleague who passed away suddenly, and how it forced him to finally check his own estate plan, which turned out to be years out of date. If you signed your documents once and haven't touched them since, this episode breaks down exactly what's probably wrong, from an unfunded trust to outdated beneficiaries that quietly override everything else.

He also covers the piece most general attorneys miss for physicians specifically, and why it matters even more once you own real estate or a business. Tune in!

Interested in PIMDCON? Know more by clicking here.

Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

10.12 Min • July 14

#323 How I Run My Quarterly Financial Review ft. Peter Kim, MD

In this episode, Dr. Peter Kim breaks down the exact quarterly review process he uses to catch financial blind spots before they turn into a bad year. If you've ever felt vaguely behind without knowing why, or noticed that anxious feeling about money without any real numbers to back it up, this episode gets into why that happens and how to fix it.

He walks through the four areas he checks every quarter, the journaling method he swears by, and why subtracting from your life often matters more than adding to it. Tune in!

Interested in PIMDCON? Know more by clicking here.

10.45 Min • July 6

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