Top 10 Estate Planning Mistakes

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Name: Top 10 Estate Planning Mistakes
Section: Community Education
Group: Adult
Category: Finance and Life Planning
Instructor: Candace Pollock
Location: Garfield Middle School, 13114 Detroit Ave, Room 116

Resident: $15.00
Nonresident: $15.00

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Instructor Candace Pollock - Most people don’t think they need an “estate plan” because their situation is simple or their assets are modest. But the fact is that everyone has an estate plan

whether they know it or not and regardless of whether their assets are generous or modest. Estate planning occurs every time you name a beneficiary on a retirement account, open a bank account or even when you fail to prepare formal

legal directives.  This course will cover the 10 common planning mistakes that can put you and

loved ones in jeopardy and increase expenses during a crisis and at death.  Attendees will leave with an understanding of the core directives essential in every plan as well as how to avoid planning gaps and conflicts to maintain maximum

control at minimum cost.  Class Min 5/Max 30.

Dates and Times for Top 10 Estate Planning Mistakes
Tuesday 11/7 7:00pm-8:00pm
Download Forms for Top 10 Estate Planning Mistakes
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Lakewood City Schools
Lakewood Board of Education
Mrs. Betsy Bergen Shaughnessy, President
Mr. Edward Favre, Vice President
Ms. Linda Beebe
Mr. Tom Einhouse
Ms. Emma Petrie Barcelona
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