The Top Ten Costliest Estate Planning Mistakes

So you took the time and spent the money and had your estate planning done. Congratulations! However, are you sure that the plan you have avoids some common estate planning pitfalls? These mistakes can cost you and your family both peace of mind and a lot of money.

This seminar concentrates on dealing with the ten most common problems that courts and attorneys have to try to resolve after the fact and will help you recognize the pitfalls in your own plans. This gives you a chance to fix them before they become an issue, leaving you with peace of mind and family harmony.

This seminar will cover the following and more:

• Maintaining control during incapacity
• Transferring wealth — inheritance protection
• Protecting beneficiaries from others and themselves
• Escaping intestacy
• Avoiding unintended heirs
• Side-stepping predators and spend-thrifting
• Dodging conservatorship
• Understanding estate taxes
• Managing estate plans
• Preserving tax deferral benefits

Date:

Tuesday, September 27, noon – 2:00 p.m.

Lunch provided to registrants