Estate Planning and Beneficiary War Stories

It's an honor to be chosen as a loved one's successor trustee, but it can also be a very difficult job. The responsibilities can be time consuming, complicated and emotional. Estate planning isn't only a concern for the super wealthy. Regardless of your income or net worth, you should check the beneficiary designation for your life insurance policies, bank accounts, brokerage firm accounts, retirement accounts, and so forth. The consequences of failing to take these simple steps can be dire. Don't depend on your will or living trust document to override outdated beneficiary designations.
Purpose: Learn about the roles of a trustee and common mistakes that can be avoided with proper planning
Facilitators: Dennis Landfried, Billie Porter, Joe Cleveland (Guest Presenters - FineMark Bank)