Exclusive Client Event! 8 Deadly Mistakes

from Raymond J. German

“8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It” will discuss some important pitfalls we see in many clients’ estate plans, including:

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
Please register for a free seat at this link: (from )

47.8899961
-97.0653161
Something wrong? Flag this event