LUNCH & LEARN – RSVP REQUIRED 817.899.3286
What you don’t know can hurt you.
Whether you created your estate plan two years ago or 12 years ago or have not created one, this special workshop is a perfect time to make sure your family is protected, and your plan continues to work now and well into the future.
We will discuss the top 8 mistakes we see and are committed to helping you avoid:
1. Not keeping up with changes in the law
2. Not updating your plan to reflect family changes
3. No plan to avoid crushing nursing home costs
4. Funding not maintained or updated
5. Assets are purchased that by-pass your plan
6. Plan assets are not suitable for your family goals
7. Family is unaware of your plan or their duties
8. Plan does not reflect your family values or life lessons