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Estate Planning Mistakes - The Top Ten

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The Wolfpack Room @ MassMutual NC

4000 Westchase Blvd

Ste 400

Raleigh, NC 27607

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Presented by The Business-owner Strategies Group (BSG).

Sponsored by MassMutual North Carolina.


Whoops, someone did it again... kicked the bucket without properly pre-planning what was supposed to happen. Can't happen to you? Think again. We're going to spend two hours discussing COMMON mistakes made by those planning (or failing to plan) the disposition of their assets whether inter vivos or at death.

So what will we really talk about? Let's see... Is your property titled the "right" way? Do you have contingency plans in place? Will your heirs have enough liquidity? Is that life insurance settlement really going to be tax free? Will my charity actually get what I want them to get? Did I just inadvertantly screw over someone I love?


If you're a business owner or advisor to business owners, this is appropriate for you. If you're a CPA or insurance agent, you can get CE to boot.


Breakfast is included and the seminar starts promptly at 8:45



Approved for 2.0 hours of CPE, CE, CFP and PACE credit. CE fees will be paid by the sponsor

Attorneys can check the State Bar CLE website for offerings sponsored by MassMutual

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Date and Time

Location

The Wolfpack Room @ MassMutual NC

4000 Westchase Blvd

Ste 400

Raleigh, NC 27607

View Map

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