Estate Planning Fundamentals and Common Missteps
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.
Most estate plans are created with good intentions, but many do not keep pace with changes in family circumstances, asset ownership, and evolving tax laws.
In this session, Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on estate planning fundamentals and the decisions families face when preparing wealth to pass from one generation to the next. This seminar will explore common estate planning mistakes, beneficiary and titling considerations, trust planning concepts, and strategies designed to help families maintain clarity, continuity, and control over their wishes.
Attendees will gain practical insight into how thoughtful estate planning can help preserve family wealth, reduce unnecessary complications, and create a framework for future generations to responsibly steward the resources entrusted to them.
Event Details
Date: Wednesday, July 29
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights
- Estate planning documents every family should have
- Common mistakes that can derail an estate plan
- Beneficiary designation and asset titling pitfalls
- Trust planning strategies and key considerations
- Ways to prepare future generations for wealth transfer