Beneficiary Designations: The Unsung Heroes of Your Estate Plan

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’ll learn:

• Why your will doesn’t control as much as you think
• Which accounts and assets transfer by beneficiary designation, not by will
• The most common (and costly) beneficiary designation mistakes
• How an outdated designation can override your current wishes
• How to make sure your accounts, will, and trust all work together

Space is limited—reserve your seat now!