Common Estate Planning Mistakes to Avoid

You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do. It’s critically important for both when you are alive and when you pass, so you want to get it right!

Here are just a handful of the things that we'll discuss:

  • Consequences of not having an estate plan
  • Think beyond a single beneficiary and include contingent beneficiaries for life’s “what-ifs”
  • Choosing the right people to handle your different affairs


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