• Webinar: 8 Critical Mistakes – How Clients Destroy Their Estate Plans and What You Can Do About It

    Type: seminar Date: April 2 Time: 01:00 PM - 02:30 PM Venue: Zoom Webinar,
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      • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Zoom Webinar DESCRIPTION:Our commitment to you and your loved ones is to help keep you informed about changes that may be necessary to keep your existing estate [Read more...] ADDRESS: DTSTART:20200402T130000 DTEND:20200402T143000 URL;VALUE=URI:https://www.schomerlawgroup.com/resources/seminars/webinar-8-critical-mistakes-how-clients-destroy-their-estate-plans-and-what-you-can-do-about-it/ SUMMARY:Webinar: 8 Critical Mistakes – How Clients Destroy Their Estate Plans and What You Can Do About It LOCATION:Zoom Webinar, PHONE: DTSTAMP:20210625T141621 UID:60d5e535987dd END:VEVENT END:VCALENDAR
        Webinar: 8 Critical Mistakes – How Clients Destroy Their Estate Plans and What You Can Do About It.ics
    Our commitment to you and your loved ones is to help keep you informed about changes that may be necessary to keep your existing estate plan working the way you intended. To that end, we are hosting an educational webinar just for you and other valued clients of the law firm where we will discuss 8 common mistakes we want to be sure you avoid. We will discuss the top 8 mistakes we see and are committed to helping you avoid:
    1. Not keeping up with changes in the law
    2. Not updating your plan to reflect family changes
    3. No plan to avoid crushing nursing home costs
    4. Funding not maintained or updated
    5. Assets are purchased that by-pass your plan
    6. Plan assets are not suitable for your family goals
    7. Family is unaware of your plan or their duties
    8. Plan does not reflect your family values or life lessons
    During the presentation, you will also have an opportunity to schedule a free estate plan audit to review any changes that have occurred and to ensure your plan continues to work the way you intended. Register for this Webinar right away and we will email you instructions on how to join the webinar!     
    Event is due and cannot be registered at the moment
    .