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DTSTART;TZID=America/Indiana/Indianapolis:20260729T140000
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SUMMARY:Estate Planning Fundamentals and Common Missteps
DESCRIPTION: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. \nMost estate plans are created with good intentions\, but many do not keep pace with changes in family circumstances\, asset ownership\, and evolving tax laws. \nIn 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. \nAttendees 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. \nEvent Details \nDate: Wednesday\, July 29\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nEstate planning documents every family should have\nCommon mistakes that can derail an estate plan\nBeneficiary designation and asset titling pitfalls\nTrust planning strategies and key considerations\nWays to prepare future generations for wealth transfer\n\nRegister Today!
URL:https://www.hayniecpas.com/event/estate-planning-fundamentals-and-common-missteps/
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