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Has the Banker Drafted Your Plan? Part 2 of the Dirty Dozen Estate Planning Series
Attorney Kim Browning will walk you through the dangers of informal estate planning through bank forms, outdated beneficiary designations, and unintended consequences of relying on non-legal professionals for “quick fixes.”
What you’ll learn:
✅ Why relying on beneficiary forms alone is risky
✅ How “quick fixes” create long-term problems
✅ Real-life examples of costly planning gone wrong
This is the second session in Category 1: Cutting Corners, and you won’t want to miss the upcoming webinars in this series:
• “What Happens if You are Mortal?” – July 29
• “You May Not Keep Score, But Your Kids Do” – August 12
Event Links
Tickets: https://go.evvnt.com/3132837-0
Website: https://go.evvnt.com/3132837-2
