FREE LIVE ESTATE PLANNING WEBINAR
Thursday, August 13 | 7:00 PM ET
Presented by Clare Dooley, Estate Planning Attorney
You’ve worked hard to build a life for the people you love. But if something unexpected happened to you, would your family know what to do next?
Join us for a free live webinar to learn five common estate planning mistakes that can lead to unnecessary court proceedings, expense, conflict, and confusion—and what you can do now to help protect the people you love.
Can’t attend live? Register anyway and we’ll send you the replay.
Do You Know What Would Actually Happen If Something Happened to You?
Most people know they should have an estate plan. But having documents—or naming beneficiaries on a few accounts—doesn’t necessarily mean everything will happen the way you expect.
Consider these questions:
- Would your family have to go through probate?
- Who could legally manage your finances if you became incapacitated?
- Who could make medical decisions for you?
- What happens if a minor child inherits money or life insurance?
- Would the estate plan you created years ago still work today?
- If you have a trust, are your assets actually connected to it?
These are questions that are much easier to address before your family is facing an emergency.
5 Estate Planning Mistakes You’ll Learn About
1. Assuming a Will Keeps Your Family Out of Probate
2. Leaving Assets Directly to Minor Children
3. Planning for Death—but Not Incapacity
4. Creating a Trust but Not Making Sure Your Assets Work With It
5. Letting Your Estate Plan Become Outdated
Can’t attend live? Register anyway and we’ll send you the replay.