Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Too often, people don’t pay enough attention to changes in their family, finances, and health—and their best intentions lead to disastrous outcomes. California Estate Planning attorney specialists Jim Cunningham, CEO; and Rachelle Lee-Warner, managing partner at CunninghamLegal; walk us through real-life case studies of catastrophically messed up plans and later trust administration missteps. Educate yourself on what NOT to do with these important estate planning tips!
Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!