Countybank Summer Lunch & Learn Series: Common Estate Planning Mistakes

Title: Common Estate Planning Mistakes
Presenter: April Prince, ATFA, Countybank Trust Advisor
Summary: Join us for an educational presentation on Common Estate Planning Mistakes and learn how small oversights can lead to big problems
                                                               
Take Aways:

• Why having a will alone is often not enough
• Common beneficiary designation mistakes and how to avoid them
• The impact of outdated or improperly titled assets
• Risks of failing to plan for incapacity
• How poor communication can create conflict among heirs
• The importance of coordinating your estate plan with financial accounts and real estate
• Strategies to minimize delays, costs, and stress for loved ones
• When and why to review and update your estate plan regularly

• A clear understanding of the most common estate planning mistakes
• Practical steps to protect your assets and your family
• Confidence in recognizing gaps in your current plan
• Insight into when to update or revisit your estate documents