Elder Law & Estate Planning Webinars
Webinar: Common Mistakes in Estate Planning
Presented by Amy O’Hara, Esq., Littman Krooks LLP
Estate planning is not just for the wealthy. In fact, most people can benefit by having an estate plan. Proper estate planning can maximize the actual value of the assets that you will pass on to heirs and beneficiaries. It also provides the opportunity to make informed decisions concerning how assets and health care decisions should be handled during one’s lifetime.
However, many people make critical mistakes in the estate planning process. These include:
- not preparing for “what if” scenarios
- failure to properly title assets and update beneficiary designations
- failure to plan for incapacity
- not reviewing estate planning documents on a regular basis
- not putting enough thought into naming fiduciaries
- failure to consider tax planning
Estate Planning for Snowbirds
Please click this link and complete the registration form to watch the replay.
Living in two different states can present certain complications in elder law and estate planning. Your living will, trusts and health care power of attorney must be valid in both states along with other documents that may be needed to transfer property.
Join two nationally recognized elder law attorneys – Bernard A. Krooks, Esq., Littman Krooks LLP and Scott Solkoff, Esq., Solkoff Legal – for an online discussion and “Q&A” session about what “snowbirds” need to know about estate planning.