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03.07.2023 - Estate Planning

Attendees Rating:

Excellent (85%)
Average (13%)
Below Average (2%)

Missy Davis

Thu, 03/09/2023 - 10:40

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.
Debunking 10 Common Estate Planning Myths
Presented by Laurie Steiner, Esq., Solomon, Steiner & Peck, Ltd.
Laurie Steiner

Join elder law attorney Laurie Steiner for an in-depth review of ten common myths around estate planning outlined below. 

  1. Only the rich need to worry about estate planning
  2. If I have a will, I will avoid probate
  3. I need a trust to avoid probate
  4. I should put my house in joint and survivor ownership with my child to avoid probate
  5. A will decides who inherits my IRA
  6. Beneficiary forms are all I need for bank accounts, IRA and real estate
  7. I revocable trust protects my assets if I enter a nursing home
  8. A trust always avoids probate
  9. My grandkids will inherit my assets if my children pass away, if my will says per stirpes
  10. A will or trust is the only estate planning document that I need.

Attendees 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.