Learn about the six estate planning pitfalls to avoid and why it is important to update your living trust on a regular basis. We'll discuss the impact of the SECURE Act as well as other Trust and Estate issues.
We'll discuss strategies to avoid these pitfalls including:
► People listed on estate documents are out of date.
► Beneficiary problems created by the SECURE Act 2020.
► Leaving assets directly to a minor.
► Not planning for the future estate tax exemption falling in 2026.
► Waiting too long to plan for declining mental capacity.
► Failing to re-title assets into your trust.
This webinar is for people that have an estate plan and also for people that do not have an estate plan.
We are fortunate to have Estate Attorney E.J. Hong as our special guest speaker.
E.J. is a Certified Specialist in Estate Planning, Trust and Probate Law and also specializes in international estate planning and understands the unique situations common to the Silicon Valley.
Join us online September 16, at 4:00 PM, and recommend your family, friends and colleagues attend as well.
If you need assistance registering, contact Arielle at firstname.lastname@example.org or 408-963-2889.
Download and Share: Six Estate Planning Pitfalls to Avoid Webinar
Estate Planning Resources
We encourage you to visit our Estate Planning Resources area for more information on estate planning. Contact us at anytime to discuss. Our experience has shown us that an up-to-date estate plan is an important part of a comprehensive financial plan.
Financial Journey Partners, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Date and Time
Wed, Sep 16, 2020
4:00p - 5:00p PST