Lunch & Learn - Estate Planning

OCTOBER LUNCH & LEARN
"Estate Planning"
WEDNESDAY, OCTOBER 16, 2019
12:00 NOON – 1:00 p.m. Bring your lunch; event is free!
Woodbury Area Chamber of Commerce Conference Room
700 Commerce Drive, Suite 145, Woodbury
PRESENTED BY: Elizabeth Neyens, Neyens Law PLLC
 

“7 COSTLY MISTAKES FAMILIES MAKE WITH THEIR WILLS & TRUSTS"
Only 4 out of 10 people in the United States have an estate plan in place. Yet, 100% of us are going to die and many will experience a disability prior to death. What happens if you don’t have an estate plan in place? If you already have an estate plan, how do you know if your current plan addresses your needs and will work as intended? Don’t leave your future to chance. Make sure you have the right plan in place before tragedy strikes.

By the end of this presentation you will learn how to avoid the 7 COSTLY MISTAKES Families Make by failing to plan or by having the wrong plan in place:

1. No protection from court or government interference
2. No protection for irresponsible or vulnerable beneficiaries
3. No protection for minor beneficiaries
4. No divorce protection
5. No remarriage protection for blended families
6. No comprehensive and effective plan in place
7. No legacy protection

About the Presenter: Elizabeth Neyens provides her clients with the peace of mind that comes from being prepared for life’s expected and unexpected events. Her expertise includes family protection, wealth preservation, and values-based planning for individuals, married couples and unmarried couples. She helps clients in all areas of estate planning including, wills, trusts, powers of attorney, health care directives and probate.

Elizabeth is dedicated to understanding her clients’ financial affairs and relational concerns in order to create a comprehensive estate plan to achieve their goals.