Thu, Mar 12
|Location is Online Only! Link Provided.
Webinar: Will Your Current Estate Plan Cost Your Family Everything You've Worked For?
The Seven Costly Mistakes Inside of Your Estate Plan. How much of your hard earned estate will your family lose at the generation transfer? Hint: It could be everything you've built.
Time & Location
Mar 12, 2020, 6:30 PM – 7:30 PM PDT
Location is Online Only! Link Provided.
About the event
YOU’LL LEAVE THIS SEMINAR KNOWING...
• How traditional estate planning has failed to protect most American families
• How to preserve your estate for your kids if your surviving spouse gets remarried
• Why most family wealth never makes it beyond the third generation and how to ensure that your children and grandchildren never face this problem
• How to protect against a living probate if you become disabled and are unable to manage your affairs... and why most estate plans fail to deal with this
• Why most Living Trusts don’t work, where the areas of concern and greatest risks are, and how you can correct the problems
• Why “bare bones” documents almost never work and how to know if you have one. And how to avoid a “one size fits all” estate plan
• If you refinanced your home in the past several years, your biggest asset may be at the
greatest risk
• How to protect your children’s inheritance in case of their own divorce... up to 50% may walk out the door with the ex in-law
• The downsides to Joint Tenancy and how to avoid them using a proper estate plan