Don’t let your legacy turn into a horror story! In this informative and entertaining webinar, Eric Brotman, CFP®, and Amanda Plant, Esq., team up to share real-life estate planning “nightmares” that can haunt families for years if left unchecked. They walk through six chilling chapters, covering critical topics like life insurance tax traps, unplanned business succession, overlooked beneficiaries, special needs planning, family property disputes, and more.
You’ll learn:
- Why not having an estate plan puts your loved ones at risk
- How titling and beneficiary designations can override your will
- Common conflicts that arise when family assets (like vacation homes) are inherited
- Why powers of attorney and healthcare directives are vital for couples, young adults, and special needs individuals
- What digital assets and business interests mean for your plan
- Best practices for updating your documents, naming guardians, and keeping peace in the family