Most beneficiary designations are made with good intentions — to make an estate as simple as possible in an effort to by-pass probate; or with a desire to provide equal distributions to one’s children. However, a simple oversight could create unintended legal, financial and personal consequences. This session covers estate planning issues with a focus on insurance. Using case studies, attendees will learn how to avoid the common pitfalls when it comes to probate, naming beneficiaries and setting up trusts. Attendees will also learn strategies to help structure the conversation with clients through the planning and review process. 
CE credit offer available until January 26, 2022.
A quiz will appear after the webinar has been viewed. | 
