We are hosting an educational webinar where we will discuss the top 8 mistakes we see and are committed to helping you avoid:
- Not keeping up with changes in the law
- Not updating your plan to reflect family changes
- No plan to avoid crushing nursing home costs
- Funding not maintained or updated
- Assets are purchased that by-pass your plan
- Plan assets are not suitable for your family goals
- Family is unaware of your plan or their duties
- 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.
Attendees will receive a free Trust Review Consultation (worth $650) with our office.
For more information, please call (424) 207-5211 or visit www.schomerlawgroup.com