Tuesday | 11/13 | 7:00pm-8:00pm |
Home > Community Education > Finance and Life Planning > Top 10 Estate Planning Mistakes
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
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.
Tuesday | 11/13 | 7:00pm-8:00pm |