Avoid probate pitfalls

It’s true that going through probate court is not always necessary, but avoiding probate entirely can also lead to major blunders. The manner in which a person’s assets are held will determine whether or not each asset will go through probate upon his/her death.

After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy of Horn & Johnsen, S.C. will present the top ten mistakes lawyers make when helping clients create beneficiary designations and ownership arrangements.

You’ll learn what happens when:

• Clients fail to designate or update beneficiaries
• No one is named as a direct beneficiary, or conversely, common issues that arise if children, people with special needs, or financially-irresponsible individuals are named
• Some assets are excluded
• Multiple beneficiaries are named

Know when probate is the best option and avoid making The Top 10 Mistakes in Beneficiary Designations. Register today!

Avoid probate pitfalls

It’s true that going through probate court is not always necessary, but avoiding probate entirely can also lead to major blunders. The manner in which a person’s assets are held will determine whether or not each asset will go through probate upon his/her death.

After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy of Horn & Johnsen, S.C. will present the top ten mistakes lawyers make when helping clients create beneficiary designations and ownership arrangements.