Debunking Common Estate Planning Myths
Join us as we debunk prevalent myths and misconceptions surrounding planning for death and incapacity. Attendees will tackle common client misunderstandings and walk through practical guidance on addressing them. By sharing real-world examples, the presentation aims to provide practitioners and advisers insight into the critical importance of wills and trusts, the risks of mishandling estate affairs, and strategies to avoid negative tax implications, thereby empowering attendees to address these issues with their clients.