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8 Critical Mistakes: How Clients Ruin their Estate Plans and What You Can Do about It - Northern California Center for Estate Planning and Elder Law

8 Critical Mistakes: How Clients Ruin their Estate Plans and What You Can Do about It

Type: seminar Date: June 20 Time: 02:00 PM - 04:00 PM Venue: Northern California Center for Estate Planning & Elder Law, 2277 Fair Oaks Blvd., Ste. 320, Sacramento, CA 95825,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Northern California Center for Estate Planning & Elder Law DESCRIPTION:At this workshop, we will discuss some important pitfalls we see in many estate plans, including: Not updating your plan to align with changes in federal and state tax and inheritance laws or new planning strategies Estate plan is not updated to reflect changes in personal or family lives Funding of assets into the Trust […] ADDRESS:2277 Fair Oaks Blvd., Ste. 320, Sacramento, CA 95825 DTSTART:20190620T140000 DTEND:20190620T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/8-critical-mistakes-how-clients-ruin-their-estate-plans-and-what-you-can-do-about-it/ SUMMARY:8 Critical Mistakes: How Clients Ruin their Estate Plans and What You Can Do about It LOCATION:Northern California Center for Estate Planning & Elder Law, 2277 Fair Oaks Blvd., Ste. 320, Sacramento, CA 95825, PHONE: DTSTAMP:20211027T234453 UID:6179e4753b56d END:VEVENT END:VCALENDAR
      8 Critical Mistakes: How Clients Ruin their Estate Plans and What You Can Do about It.ics
At this workshop, we will discuss some important pitfalls we see in many estate plans, including:
  • Not updating your plan to align with changes in federal and state tax and inheritance laws or new planning strategies
  • Estate plan is not updated to reflect changes in personal or family lives
  • Funding of assets into the Trust not maintained or updated
  • Assets in the plan are unsuitable for family goals
  • Not empowering successor trustees, beneficiaries, and other family with information about what to do at death or incapacity
  • Plan does not reflect your family values or life lessons
  • Holding assets that bypass the estate plan
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