The 8 Deadly Mistakes of Estate Planning

Type: seminar Date: January 17 Time: 02:00 PM - 03:30 PM Venue: The Alpern Law Firm, 8600 East Market Street, Warren, Ohio 44484,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Alpern Law Firm DESCRIPTION:8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It We will discuss the top 8 mistakes we see and are committed  to helping you avoid: Not keeping up with changes in the law Not updating your plan to reflect family changes No plan to avoid crushing nursing home […] ADDRESS:8600 East Market Street, Warren, Ohio 44484 DTSTART:20180117T140000 DTEND:20180117T153000 URL;VALUE=URI:https://alpernlaw.com/seminar/the-8-deadly-mistakes-of-estate-planning/ SUMMARY:The 8 Deadly Mistakes of Estate Planning LOCATION:The Alpern Law Firm, 8600 East Market Street, Warren, Ohio 44484, PHONE: DTSTAMP:20210618T155614 UID:60ccc21eece3a END:VEVENT END:VCALENDAR
      The 8 Deadly Mistakes of Estate Planning.ics

8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It

We will discuss the top 8 mistakes we see and are committed  to helping you avoid:
  1. Not keeping up with changes in the law
  2. Not updating your plan to reflect family changes
  3. No plan to avoid crushing nursing home costs
  4. Funding not maintained or updated
  5. Assets are purchased that by-pass your plan
  6. Plan assets are not suitable for your family goals
  7. Family is unaware of your plan or their duties
  8. Plan does not reflect your family values or life lessons
During the presentation, you will also have an opportunity to schedule a free estate plan audit to review any changes that have occurred and to ensure your plan continues to work the way you intend.
Event is due and cannot be registered at the moment