Do you own property in more than one state? Did you add a child’s name to your deed or bank account? Have you reviewed your beneficiary designations in the last five years? Is your spouse fully comfortable managing investments if something happens to you? Do your attorney, CPA, and investment advisor communicate with each other — and with you — about one coordinated plan? If any of these questions give you pause, you are not alone. In this practical and engaging session, you will uncover the seven most common and costly estate planning mistakes— errors that can override your will, trigger unnecessary taxes, create probate complications, or unintentionally disinherit loved ones. You will learn why having documents is not the same as having a strategy, why coordination among your legal, tax, and investment professionals is essential, and how thoughtful trustee and executor selection can protect your family long after you are gone. If you answer yes to the above questions, then this presentation is for you.

With over 18 years of experience in the financial services industry, Carolyn Bare specializes in management of investment and tax and estate planning. Carolyn focusses on those areas particularly for families with scary heirs, special needs loved ones or families with complex family dynamics. 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.