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The Top 10 Estate Planning Misunderstandings
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 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!
What you’ll learn:
- Why having a Will doesn’t mean you’ve avoided Probate
- The real roles of Powers of Attorney, Trusts, and Health Care Directives—and how they differ
- The most common assumptions that leave families unprepared
- What actually happens if you become incapacitated without the right documents in place
- How small oversights today can turn into costly legal and financial problems later
- How to build a plan based on facts, not myths