Client Event: Funding Clinic Webinar

from Pamela H Potter

Join John Potter for a special ONLINE 60 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
You’ve already made the important step of creating an estate plan with your Living Trust. But, did you follow through on the instructions we gave you to properly fund your Trust? Have all of your accounts been titled correctly? Are beneficiary designations correct on all life insurance, 401(k)’s, IRA’s, etc.? This is the perfect time to make sure your estate plan is properly funded and works as you designed it. (from )

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