Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime. Whether your estate plan works as you anticipate or whether it will when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put into your estate plan over time. In this sense, estate planning is a marathon, not a sprint or a single event.
In this webinar presentation, Managing Principal and Lead Attorney Stephen R. Elville will discuss the importance of maintaining and updating your estate planning and coordinating your asset alignment with your estate plan, especially for seniors. Mr. Elville will also outline a step-by-step process to avoid the complete or partial failure of your estate plan.
Presentation points of interest will include:
– Understanding your purpose and the estate planning process
– Understanding client and fiduciary education and its relationship to success in estate planning
– Understanding the role incapacity planning plays in the success of your estate plan
– Understanding partnership and the maintenance and updating process
– Understanding asset alignment and the “funding” of your estate plan
– Why being Intentional in estate planning matters
– Why knowing what you want out of estate planning matters
– Understanding the document review process and how to take next steps to achieve estate planning perfection
More Webinars from Elville and Associates
The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates. We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.