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Common Mistakes Seniors Make When Leaving an Inheritance

You may have heard these statements from clients: “My kids will be responsible with the money they receive.” “I need to treat everyone equally.” “I don’t want anything complicated.”

Clients will often try to take the easy route with their planning, perhaps because they believe it is the cheapest route. Or, they may believe their kids won’t squander the money.  Unfortunately, the wrong provisions can end up costing the family thousands or more and can negatively impact family relationships.

In this recorded webinar, ElderCounsel’s Brian Albee and special guest Jonathan Mintz have an in-depth look at some of the common mistakes made by seniors (and their attorneys) when drafting provisions for a child’s inheritance, and how to guide clients to better decisions.

Recorded: August 19, 2020
Duration: 60 Minutes
Presenters: Brian F. Albee, JD, ElderCounsel, and Jonathan A. Mintz, JD, TEP, Evergreen Legacy Planning LLP

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