Top 10 Estate Planning Mistakes

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.