Sometimes a poorly drafted estate planning document is worse than no document at all. Erica Johnson will show examples of clauses from wills, trusts and powers of attorney that were poorly drafted. Often documents downloaded from the internet or created from a software program have conflicts and/or errors that the untrained eye won’t even see. Erica will discuss the real life implications of having poorly drafted estate planning documents both during incapacity and when someone passes away.
This class is available for one (1) hour of continuing education credit for Certified Financial Planners and insurance professionals. Register here or call us at 303-407-1542, or email firstname.lastname@example.org.