COMPLIMENTARY ESTATE PLANNING + ASSET PROTECTION WORKSHOP

The "Set It and Forget It" Trap:

Why Your Old Estate Plan Might Be Failing You

You did the right thing. You made a plan. But a plan drafted even 3 years ago may be critically outdated.

The legal and tax landscape is volatile. If your plan doesn't account for the current (and upcoming) changes, your heirs could lose significantly more to taxes and probate costs than you ever intended.

We will help you audit your own plan for silent issues like:

Outdated Fiduciaries (Are your trustees still the right people?)
Disconnected Beneficiary Designations (The flaw that overrides your Will)
Missing "Digital Asset" instructions

Turn doubt into certainty

RSVP NOW

Tuesday, May 12, 12:00pm

Join us on Zoom

Rose Coonen

Personal Family Lawyer®

Coonen Law, PLLC

You Will Learn

What you really need to keep your family out of court and out of conflict when something happens to you.
Exactly why most plans fail and how you can put in place a plan for peace.
We'll guide you to know what it should cost and describe our estate planning process so you know your options.

We do not share, sell, or rent any personal info with any third parties or affiliates.