At this FREE client workshop, we’ll discuss the most significant mistakes we see clients make, including:

Not keeping up with law changes — critical to anyone who has an IRA. How the death of the Stretch IRA will affect you, and what to do about it
Not updating for personal or family changes, or circumstances that make your choices of Trustees and Power of Attorney Agents inappropriate
No plan to avoid crushing nursing care expenses
Holding assets that bypass the estate plan
Not keeping your trust fully and correctly funded (Hint: the Secure Act changes in law matters)
Not empowering your future Trustees, Executors, POA Agents, and beneficiaries with critical information
Holding assets in a way not aligned with family goals
Your plan does not reflect family values or life lessons

Discover if you are impacted by the Secure Act or any of these common mistakes!

Capacity is limited. Reservations are required. Refreshments will be served. (from )

zimmerlawfirm.com/seminars/the-9-mistakes-that-can-ruin-your-estate-plan/

• This event has passed.
  February 22, 2020 from 10:00 am to 12:00 pm

  February 22, 2020 10:00 to February 22, 2020 12:00
• Embassy Suites
  4554 Lake Forest Drive, Blue Ash, OH

  Directions to event · Directions from event
• Contact Barry H. Zimmer for more information
  
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