F2: Estate Planning – Beyond the Basics

Do you think you have a unique family situation? More complex scenarios may require additional planning considerations to protect your property, legacy and family harmony. Estate planning can be time consuming, complicated and emotional. It isn't only a concern for the super wealthy, either. Failure to take simple steps can lead to some dire consequences. Don't rely on your will or living trust document to override outdate beneficiary designations.
Purpose: Learn about estate planning for unique families
Facilitators: Dennis Landfried, Billie Porter (Guest Facilitators - FineMark Bank)