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When “Good” Plans Go Wrong

When “Good” Plans Go Wrong

You made an estate plan and put it safely in a drawer…for years. What could go wrong? A lot! This Family Conversation seminar examined the unintended consequences you could face if you don’t update your estate plans regularly or if you don’t ask the right questions when you create your plan in the first place. You will learn about five commonly made mistakes that can create unnecessary heartache and expense — and how to avoid them.

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Previous Conversations

Stewardship - Family Conversations: Honoring Plans for Aging Parents
Honoring Plans for Aging Parents

Honoring Plans for Aging Parents

March 4, 2025
How to Have A Family Conversation

How to Have A Family Conversation

October 17, 2023
When “Good” Plans Go Wrong

When “Good” Plans Go Wrong

September 20, 2022