Скачать или смотреть Estate Planning Pitfalls: Strategies to Safeguard Your Clients' Plans Webinar | Hargrove Firm

Even well-drafted estate plans could be undermined when implementation missteps went unnoticed. This webinar prepared financial advisors to identify and prevent the most common pitfalls that can disrupt a client’s estate plan and compromise their long-term goals.

Keven DuComb, Advanced Planning Attorney with Hargrove Firm, walked through real-world examples and practical guidance on issues like improper asset titling, outdated beneficiary designations, unfunded trusts, and missing incapacity planning. Advisors learned how to spot these risks early, initiate client conversations, and coordinate with Hargrove Firm estate planning attorneys to ensure plans were not only designed well, but worked as intended. Attendees gained actionable insights to help them safeguard their clients' financial legacies and elevate their role in the estate planning process.

Watch the recording to learn how to collaborate effectively with Hargrove Firm estate planning attorneys and leverage technology to streamline the planning process, while helping clients avoid the most common pitfalls.