Seminar: Common Mistakes in Estate Planning

Description

It is not uncommon for there to be significant and costly mistakes in the estate and wealth transfer plans of affluent Americans. Most of these estate owners do not understand the nature of the mistakes, their consequences, or the fact that solutions exist.

This presentation is intended to help you uncover wealth transfer mistakes in your estate plan, and help establish an action plan for identifying and implementing common and popular solutions.

Free admission.