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The Six and a Half Most Common Estate Planning Mistakes & How to Avoid Them

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O'Loughlin Law Firm LLC

1710 Gratz-Brown Street

Moberly, MO 65270

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Light refreshments will be served.

At the seminar, we will discuss several issues, including:

  • The advantages and disadvantages of Wills and Living Trusts.

  • The 2017 Estate Tax Law – how it affects Missouri families.

  • How Probate works, when it is required, and how you may be able to avoid Probate.

  • The six most common estate planning mistakes, and how to avoid them.

  • How Power of Attorney documents work (some may not be valid if you become disabled).

  • Some of the right and wrong ways to leave property to your children to protect and benefit them.

  • Why putting property in children’s names while you are alive may be a mistake.

  • Why it may be a mistake to use “transfer-on-death” or “pay-on-death” provisions.

  • How to minimize federal estate and gift taxes, and when they apply.

  • How to protect assets inherited by your heirs from lawsuits, divorce, and other claims.

  • In blended families, how to ensure your children are not disinherited.

While we will cover as much of the above information as possible, sometimes due to time limitations we are unable to discuss all topics.

Michael J. O’Loughlin will be the Featured Speaker.

Attorney Michael J. O’Loughlin is a frequent lecturer on Living Trusts and related Estate Planning topics. His presentations are said to be “instructive, enjoyable, and easy-to-understand.” Mr. O’Loughlin has prepared estate plans for over one-thousand clients, including a retired Law School Professor and a retired Judge. He regularly serves as an estate planning consultant to Attorneys, Accountants and Financial Planners. Mr. O’Loughlin is a member of the Elder Law Committee and the Estate Planning and Probate Administration Law Committee of the Missouri Bar.

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O'Loughlin Law Firm LLC

1710 Gratz-Brown Street

Moberly, MO 65270

View Map

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