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. How you set up or establish your beneficiaries will depend on the type of estate plan you have, and there is always more to it than most realize! This is an area most law firms are hesitant or unable to address, but this is an important area of focus and service of our firm.

Come learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop will help 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