Existing Client Trust Review Webinar: How Families Destroy Their Existing Estate Plans and What You Can Do About It
from Scott P. SchomerWe 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 (from )
us02web.zoom.us/webinar/register/1316384032240/WN_oA4iipe9QY6LZl9eU1KNkA
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This event has passed.
January 27, 2022 from 12:00 to 1:00 pmJanuary 27, 2022 12:00 to January 27, 2022 01:00 -
222 North Sepulveda Boulevard, El Segundo, CA
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