Why Should You Attend?
We will discuss some of the more common Estate Planning mistakes that people make such as…
-
Not Having an Estate Plan
-
This is by far the most common mistake people make and it can be quite costly for their heirs.
-
-
Not Properly Funding Your Trust
-
This is a mistake that most people never consider, yet it can b e a significant problem.
-
-
Procrastination
-
Too many families fail to realize that their Estate Plan is inadequate…until it’s too late!
-
-
Not Planning for Disability
-
We never know what lies in store for the future. All you can do is be prepared.
-
-
Not Updating an Estate Plan
-
If you already have an Estate Plan, do you keep it updated as life situations change?
-
-
DIY Estate Planning
-
Do-it-yourself Wills often lack perspective and foresight and do not anticipate problematic situations.
-