Attorney David Edwards Presents 6 Estate Planning Pitfalls at Seminar Sponsored by Legacy Investment

Matt Boehm and Legacy Investment Services are holding a seminar May 14 that will include estate planning attorney David Edwards and Bron Urbanick from SC Distributors.
By: Edwards Group LLC - Estate Planning & Elder Law
 
SPRINGFIELD, Ill. - May 13, 2014 - PRLog -- On Wednesday evening, May 14, estate planning attorney David Edwards, founder of Edwards Group LLC – an estate planning and elder law firm in Springfield, Illinois – will be presenting 6 Estate Planning Pitfalls to Avoid in conjunction with Matt Boehm of Legacy Investment Services and Bron Urbanick of SC Distributors. The event will be held at Secret Recipes Banquet Center in Springfield.

Sadly, most estate plans don’t work like the people who prepared them, hoped they would. And once that’s the case, it’s too late to do anything. That is why planning ahead with an experienced estate planning attorney is so vitally important. Things like fill-in-the-blank wills, out of date beneficiary designations on insurance or 401(k)s, and typical life changes like births and deaths can all have a huge impact on your estate plan and derail that plan if not properly anticipated.

Wednesday evening’s seminar will cover the 6 pitfalls of planning that everyone needs to watch out for. The 6 pitfalls are:

·       •Your estate plan is not personalized for your unique needs.

·       •Your assets are disorganized and therefore, may not go where you want them to go.

·       •Your plan is not up to date (births, deaths, marriages, divorces all impact planning).

·       •After death legal fees spiral out of control. Cheap wills now lead to expensive court battles later.

·      •Your family is not prepared for the plan and don’t know what to do if you die or become disabled.

·     • There are no protections for what you leave behind, which means all that you’ve worked so hard for could be at risk for lawsuits, divorces, kids who spend too much, etc.

To find out more about this event, contact Legacy Investment Services at 217-685-9476. To learn more about upcoming workshops at Edwards Group LLC, contact Tarina at 217-726-9200 or visit our website at www.EdwardsGroupLLC.com for upcoming dates.

Contact
David Edwards
***@edwardsgroupllc.com
End
Source:Edwards Group LLC - Estate Planning & Elder Law
Email:***@edwardsgroupllc.com
Tags:Estate Planning, Investments, Stocks, Financial Planning
Industry:Financial, Legal
Location:Springfield - Illinois - United States
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