Debunking 10 Common Estate Planning Myths
Guest Expert: Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
Date:
Webinar Replay Description
Join elder law attorney Laurie Steiner for an in-depth review of ten common myths around estate planning outlined below.
Comments
A few comments from listeners:
Great presentation. Estate planning is always challenging which is why any additional info or assistance from outside counsel (experts) is helpful.
- Peter R.
Laurie was right on point with objectives and time. Enjoyed learning from her!
- Amy S.
"Good reminders about estate planning. Fund the Trusts! Set trusts as beneficiaries.
"
- Andrew C.
I have better clarity on the important Do's and Don't s of Estate Planning. Great job, Laurie!
- John O.
Laurie was clear, knowledgeable, and enjoyable to listen to. Thank you, both.
- Robert B.
Estate planning needs to be a part of the client conversation much earlier in the relationship even at the onset.
- John D.
Great presentation. Estate planning is always challenging which is why any additional info or assistance from outside counsel (experts) is helpful.
- Peter R.
Laurie was right on point with objectives and time. Enjoyed learning from her!
- Amy S.
"Good reminders about estate planning. Fund the Trusts! Set trusts as beneficiaries.
"
- Andrew C.
I have better clarity on the important Do's and Don't s of Estate Planning. Great job, Laurie!
- John O.
Laurie was clear, knowledgeable, and enjoyable to listen to. Thank you, both.
- Robert B.
Estate planning needs to be a part of the client conversation much earlier in the relationship even at the onset.
- John D.
03.07.2023 - Estate Planning
Attendees Comments:
Great presentation. Estate planning is always challenging which is why any additional info or assistance from outside counsel (experts) is helpful.
- Peter R.
Laurie was right on point with objectives and time. Enjoyed learning from her!
- Amy S.
"Good reminders about estate planning. Fund the Trusts! Set trusts as beneficiaries.
"
- Andrew C.
I have better clarity on the important Do's and Don't s of Estate Planning. Great job, Laurie!
- John O.
Laurie was clear, knowledgeable, and enjoyable to listen to. Thank you, both.
- Robert B.
Estate planning needs to be a part of the client conversation much earlier in the relationship even at the onset.
- John D.