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      The 8 Mistakes That Can Ruin Your Estate Plan in Cincinnati


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      February 22, 2020

      Saturday  10:00 AM - 12:00 PM

      4554 Lake Forest Drive
      Cincinnati, Ohio 45242

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      EVENT DETAILS
      The 8 Mistakes That Can Ruin Your Estate Plan

      At this FREE client workshop, we’ll discuss the most significant mistakes we see clients make, including:

      Not keeping up with law changes — critical to anyone who has an IRA. How the death of the Stretch IRA will affect you, and what to do about it
      Not updating for personal or family changes, or circumstances that make your choices of Trustees and Power of Attorney Agents inappropriate
      No plan to avoid crushing nursing care expenses
      Holding assets that bypass the estate plan
      Not keeping your trust fully and correctly funded (Hint: the Secure Act changes in law matters)
      Not empowering your future Trustees, Executors, POA Agents, and beneficiaries with critical information
      Holding assets in a way not aligned with family goals
      Your plan does not reflect family values or life lessons
      Discover if you are impacted by the Secure Act or any of these common mistakes!

      Capacity is limited. Reservations are required. Refreshments will be served.

      Cost: Free -

      Categories: Conferences & Tradeshows

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.

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