Are you overwhelmed with the prospect of Estate Planning?  Do your aging parents have their estate in order?  What are the implications for your family?  We know that Estate planning continues to grow more complex and sometimes that makes it harder for families to know where to begin and how to avoid costly mistakes. 

Join us to hear from Mara Kent, an Estate Planning professional, and learn how these challenges may impact your family and the strategies you can take to ensure your wishes are fulfilled, your loved ones are protected, and your legacy is preserved.

Challenges include:

• Understanding what really happens if you pass without an estate plan—probate, state intestacy laws, and delays that often last 5–15 months
• Avoiding common pitfalls such as thinking a will avoids probate, failing to name guardians for minor children, or naming minors as beneficiaries
• Recognizing when you need more than a simple will such as powers of attorney, patient advocate designations, or trusts tailored for tax planning, special needs, or blended families
• Staying current with new laws that affect retirement asset planning, durable powers of attorney, and specialized trusts
• Preventing errors from DIY documents, unfunded trusts, or working with professionals who don’t focus on estate planning
• Addressing “Sandwich Generation” concerns like balancing your own plan with the needs of both children and aging parents

If you are a parent, adult child, caregiver, or simply someone who wants to take control of your future, this is incredibly important information you will not want to miss!