The Top 10 Estate Planning Mistakes

Will Your Estate Plan Work for You and Your family?

Thursday, April 23, 2020 at 6:00 p.m.

All attendees will be offered a certificate for a Trust Review or an Estate Planning
Consultation valued at $350 just for attending the event. There is no cost or obligation.

If your legal documents have not been reviewed in more than three years (or you have never put any in place at all), Please Read On.

Join me, Meg Obenauf, for a free estate planning webinar and discover how to make sure your wishes are carried out exactly as you want. Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended.

It’s time to take action and take care of yourself and your loved ones! If you’ve been putting off updating your estate plan (or getting one in place), here are 6 reasons why you should attend our upcoming webinar and get the information you need to make the right decisions regarding your affairs:

1. You have adult kids who need protections around receiving money. Whether it is due to financial immaturity, a disability, or concerns about your child’s spouse… there are solutions.
2. Life is complicated.Maybe you’re in a blended family with stepchildren, new spouses, or family members who don’t get along. You want to make sure your family dynamics are accounted for and everyone is treated fairly in your plan.
3. Your life is simple.Maybe you are one of the easy ones…. Everyone gets along and it’s all very straight forward…. But you still want to ensure that there are no surprises if something unexpected happens to you. You want it all to be clearly outlined, for your loved ones to have somewhere to turn for help, and for it to go as smoothly as possible.
4. You know that families fight and fall apartafter the death of a loved one. You want to spare your family from unnecessary drama and heartache.
5. Privacy is important to you and you want to keep your family out of Probate Courtwhen you die to avoid the delays, fees, and public nature of probate court.
6. You wonder…. Will your old plan still work, after all these years?There have been recent changes in the law that do impact older plans, so it is a good idea to get a checkup for an old estate plan.

Register Now!

Thursday, April 23, 2020 at 6:00 p.m.

All attendees will be offered a certificate for a Trust Review or an Estate Planning
Consultation valued at $350 just for attending the event. There is no cost or obligation.