Lunch & Learn Webinar: 10 Biggest Mistakes in Estate Planning
At Zoom
There are many misconceptions and misunderstandings about the estate planning process, from the type of estate plan documents suitable for a particular family to the tax consequences of a particular trust design. Presented by the Museum’s Planned Giving Advisory Council, this free Zoom webinar will highlight how to avoid estate planning pitfalls.
Failing to understand the basic rules around planning your estate can be costly for your family and lead to unintended consequences that often cannot be fixed after death, leaving the family stuck with undesirable outcomes. Join estate planning attorney Brett Piersma, a partner at the law firm of Mullen & Henzell, as he explains the top ten common mistakes and misconceptions about estate planning, and the steps families can take to avoid them.
Register online for this free event.
For more information, contact Philanthropy Officer of Legacy Giving Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.
