I gave this presentation this morning to a great group of people. I hope I communicated clearly. There were a lot of questions afterwards, which means either I made no sense, or the presentation went great and the audience understands the need to not make mistakes in their estate plan. I’m hoping for the latter!
I’m embedding the presentation here. It briefly covers my background, takes a look at estate planning mistakes from a historical perspective, then covers the 5 most critical estate planning mistakes people make today.
The information in the slides alone is limited. Contact me at rod@rtylaw.com for more detailed information.
Alright, it has been a long day 7:00AM to 10:00PM pretty much non-stop. That is what you get when you own a law firm. If I didin’t love it, I’d hate it!
