The 6 most common Estate Planning Mistakes and how to avoid them


Discover the crucial aspects of estate planning that can impact your financial security and your loved ones' well-being. In the exclusive webinar, "Estate Planning Blunders to Avoid," join CFP(R) Ian Weiner and Estate Planning Attorney Ledly Jennings as they shed light on the costly pitfalls of failing to plan effectively. 
Don't wait until it's too late to take action. Learn how to protect your assets, streamline complexity, and ensure a smooth transition of wealth.
Webinar Highlights:

What You Don't Know Can Cost You Money: Uncover the hidden risks and financial consequences of overlooking key estate planning considerations. Gain essential knowledge that will empower you to make informed decisions, protecting your wealth and preventing unnecessary expenses.

Taking Action Sooner Rather Than Later: Waiting too long to address your estate plan can leave your loved ones vulnerable and exposed to potential financial hardships. Explore the critical reasons why taking timely action is vital for securing your legacy and providing financial stability for future generations.

Simplifying Complexity: Avoiding Errors and Burdens: Understand the potential drawbacks of maintaining too many accounts and complex estate structures. Learn practical strategies to streamline your holdings and simplify your estate, reducing the risk of errors and ensuring a smoother transition of assets.

Unraveling Joint Ownership Complexities: Explore the potential tax implications and burdens associated with joint ownership arrangements. Discover the alternatives and optimal approaches to structuring your estate, ensuring that your loved ones aren't burdened with unnecessary taxes and complications.

Intentional Legacy Planning: Taking Control of Your Assets: Delve into the importance of intentional legacy planning. Gain insights into how proactive decisions can provide you with greater control over the distribution of your assets to ensure that your wishes are honored and your legacy is preserved.

Who Should Attend:
This webinar is specifically tailored for those who recognize the significance of comprehensive estate planning. Whether you're just beginning the process or have an existing plan in place, this webinar will equip you with the knowledge and strategies to avoid costly mistakes and protect your wealth, while ensuring a seamless transfer of assets and an intentional legacy.
Remember, what you don't know about estate planning can cost you money. Act now to safeguard your financial future and provide your loved ones with the protection they deserve. Reserve your spot today for the "Estate Planning Blunders to Avoid" webinar, hosted by CFP(R) Ian Weiner and Estate Planning Attorney Ledly Jennings.

Meet Your Hosts

Ledly Jennings, JD, MBA

Estate Planning Attorney

Helping Good Stewards ensure they manage their wealth with prudence and care

Ian Weiner, CFP(R)

Ian is a CERTIFIED FINANCIAL PLANNER(TM), focused on simplifying the retirement planning process so you can have clarity and confidence in your plan.