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