The 8 Deadly Mistakes of Estate Planning

Title: The 8 Deadly Mistakes of Estate Planning


Date: Wednesday, January 17, 2018

Time: 2:00 PM - 3:30 PM

Location: The Alpern Law Firm

Address: 8600 East Market Street, Warren, Ohio 44484


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.

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