Common Estate Planning Mistakes and How to Avoid Them
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Course DescriptionAn estate plan that works, melds counseling-based estate planning to meet changing client objectives and a shifting legal environment. Mistakes, such as not updating after three years your current plan, unfunded living trusts, pre-2001 marital trusts, poor choice of substitute decision-makers, lack of or inadequate disability planning, failure to plan for the payment of long-term care, and (mis)use of joint tenancy with adult children, will be examined so you can avoid these pitfalls. Also addressed are the hidden traps in beneficiary designations of retirement plans, insurance and annuities.