Estate Plan Failures

There is a lot of confusion out there about estate planning options and the belief that it just involves a bunch of documents and that once you have them it is done. The documents are part of the planning process. They are some of the tools used to implement a plan, but they are not by themselves a complete plan. Join me for a live webinar presentation that will walk you through the common reasons why many estate plans fail when they are needed and provide practical solutions to ensure your plan will work when you and those you care most about need it.
During this presentation you will learn...

What It Means If Your Plan Fails. Discover what likely lies in store for yourself and those who you love most if your existing estate plan fails o if you do not have a plan in place. We will show you where most plans leave "gaps" and what you can do now to "fill" those gaps.

How to Protect Yourself and Those You Love. We will explore a few asset protection and tax minimization strategies that can help you ensure that the assets you spent a lifetime accumulating are not lost and are able to serve the people you care most about. We will also show you how to put such plans in place affordably, with our assistance.