Top Ten Mistakes Made with Beneficiary Designations 2023
Avoid estate planning pitfalls
A good estate plan always considers the titles and beneficiaries for all the assets included in the estate. And a good estate planner strives to honor their clients’ wishes without making common blunders in these considerations that can lead to additional tax consequences, family disputes, and other unpleasant outcomes.
After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy will present the Top Ten Mistakes Made with Beneficiary Designations.
You’ll learn what happens when:
- Clients fail to designate or update beneficiaries
- No one is named as a direct beneficiary
- There are multiple beneficiaries
- Minors, adults with special needs, or financially irresponsible individuals are named as beneficiaries
Avoid estate planning pitfalls
A good estate plan always considers the titles and beneficiaries for all the assets included in the estate. And a good estate planner strives to honor their clients’ wishes without making common blunders in these considerations that can lead to additional tax consequences, family disputes, and other unpleasant outcomes.
After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy will present the Top Ten Mistakes Made with Beneficiary Designations.
You’ll learn what happens when:
- Clients fail to designate or update beneficiaries
- No one is named as a direct beneficiary
- There are multiple beneficiaries
- Minors, adults with special needs, or financially irresponsible individuals are named as beneficiaries
Plus, you’ll discover when probate may be your best option. Avoid making costly errors and creating major headaches for you and you clients at Top 10 Mistakes Made with Beneficiary Designations.
Product details
- Learn how to title an asset to avoid probate
- Recognize and avoid common beneficiary designation disasters
- Identify situations when probate might be the best option
- Estate planning practitioners
- Probate attorneys
- Elder law attorneys
- Family law attorneys