Live Webinar: Understanding the Estate Plan You Already Have

Description

Everyone has an estate plan, whether estate documents were completed or not. If you haven't created a will or trust, your state's laws and your accounts' beneficiary designations create the plan for you. And if you have drafted estate documents, there are still many common mistakes that could derail your carefully laid plans. A trust that was never funded. An outdated beneficiary designation. An account titled incorrectly. A document that no longer reflects your family or your wishes. Estate planning isn't just about checking the box and putting documents in a drawer. It's about making sure all the pieces actually work together. This webinar seeks to help you get clear on your estate plan, whether you have documents in place or not. LEARN MORE & REGISTER: https://events.teams.microsoft.com/event/5642b446-52c4-444c-8d8c-b316feae42cc@e93036e0-8110-4f5e-b1db-0d373017ae7c