Hidden Risks – Avoiding Common Estate Planning Mistakes

Attendees of this workshop will learn about the most common estate planning mistakes and what solutions are available to avoid them. Regardless of your family status or financial net worth, you will learn about planning strategies that help you:

• Maintain control of your estate during life and plan for any period of disability
• Create an efficient wealth transfer plan at death
• Make sure that your beneficiaries are protected from themselves and others
• Avoid intra-family disputes
• Have peace of mind knowing that loves ones will be protected and cared for