Why do many estate plans fail to fulfill their intended purpose?
Join us to gain an understanding of typical mistakes made during estate planning, ranging from inadequate documentation and misunderstanding legal complexities to failing to update estate plans in accordance with life changes.
The class will provide actionable steps and solutions to make estate plans more robust and effective. Through expert presentations and interactive discussions, participants will learn how to tailor their estate plans to meet their specific family needs and financial goals. The seminar will also cover important aspects such as tax implications, asset protection, and the integration of digital assets. By the end of this seminar, attendees will be equipped with the knowledge and tools necessary to create a successful estate plan that truly protects their family and secures their legacy.
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This seminar will be held in a meeting room upstairs at Library 21C.
