Many estate plans fail. They fail - not because they weren’t created - but because they were misinterpreted, outdated, or improperly implemented. In this eye-opening course led by a seasoned Wealth advisor, participants will examine seven common estate planning mistakes that often result in unintended tax consequences, disinherited heirs, and costly legal issues! Attendees will learn the difference between what a Will has authority over and what a Trust does for your legacy. With a focus on real-world examples, this class will explore how improper asset structure, titling and poor trustee choices can unravel even the most well-drafted plans. While not a substitute for legal advice, this session empowers attendees to better prepare before meeting with an attorney - saving time, money, and heartache - while learning how to find the right professionals, including estate attorneys and corporate trustees.

With over 18 years of experience in the financial services industry, Carolyn Bare is an easily accessible resource for business owners, individuals and families seeking clarity and management of their investment, tax and estate planning. Carolyn specializes in these areas particularly for families with scary heirs, special needs loved ones or families with complex family dynamics. Through her firm, Trust Matters Financial, Carolyn combines deep financial expertise with a compassionate, real-world understanding of how emotions, taxes, and relationships intersect with money and legacy plans. Her mission? To help you manage and protect what you’ve built and pass it on with purpose, tax efficiently. Avantax is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.