After the passing of a loved one, the successor trustee or representative of an estate has an important yet often confusing and frustrating responsibility. All estates must be “settled” but few know how or where to begin. When an estate is not settled correctly or in a timely manner, there can be serious consequences—for both the executor as well as the beneficiaries. Who undertakes these important tasks? What exactly should they do…and when? Where must all of this work take place? If you want to understand the Who, What, When, Where, Why (and How) of estate settlement, then this workshop is for you. This 90-minute educational workshop will include time for Q&A. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM

If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done. Your beneficiary designations play a critical role in a successful and smooth estate settlement process. Learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop equips you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy. This 90-minute educational workshop will include time for Q&A. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM

What You Think You Know Could Cost Your Family
Many people believe they’ve “got it covered” because they have a Will. But that’s often the beginning of the misunderstanding—not the end. In this eye-opening 90-minute session, we’ll walk through the 10 most common myths and mistakes people make when planning (or failing to plan) their estates. From thinking Wills avoid Probate (they don’t) to misunderstanding the roles of Powers of Attorney, Trusts, and Health Care Directives, this workshop will help you separate fact from fiction—and prevent your loved ones from dealing with legal and financial headaches down the road.

Led by Jeff Litfin, Certified Estate Planner at Generations Law Firm, this session provides practical insights on how to better understand and avoid the most common errors and assumptions when it comes to your estate plan and and how to leave a legacy of order and efficiency. This beneficial presentation will include time for live Q&A to help you get answers tailored to your personal situation. If you want straightforward, honest insight—without the jargon or intimidation—this workshop is for you!

If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done. Your beneficiary designations play a critical role in a successful and smooth estate settlement process. Learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop equips you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy. This 90-minute educational workshop will include time for Q&A. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM

To make sure things go smoothly and to keep your kids from inheriting a MESS, you must avoid these costly myths, misunderstandings and age-old assumptions. Led by Jeff Litfin, Certified Estate Planner at Generations Law Firm, this session provides practical insights on how to better understand and avoid the most common errors and assumptions when it comes to your estate plan and and how to leave a legacy of order and efficiency. This 90-minute presentation will include time for live Q&A to help you get answers tailored to your personal situation.