Guest: Nicole Flaherty; Attorney
Trust and estate lawyer
Common mistakes that people make in their estate
Example: Prince's estate issue
prince did not have a will, or it could not be located
must be safe guarded
why you should attend the seminar to avoid the issue!
Mistakes:
failing to plan
What happens if you don't have a will?
state statutes decide where your money goes
goes to probate from there
How often do you review your will and trust?
overlook your legacy planning once a year
you don't have to always change something but making sure its all on track
October 8, 2019