Nicole Newman, Attorney at Law, along with Joe Anderson, President of Pure Financial Advisors, leads attendees through an educational estate planning webcast that covers some of the most common estate planning mistakes you should avoid. Fill out the form to view webcast on-demand.

Attendees Will Learn...

  • How to protect your assets from probate
  • Wills versus trusts – what should you have?
  • Methods to protect your assets from in-laws, creditors and predators
  • How to shield assets from long-term care expenses
  • How estate tax law changes impact your existing estate plan

Common Estate Planning Mistakes

Common Estate Planning Mistakes

Are you looking to create your estate plan from scratch, or would just like the reassurance of knowing you have a good plan in place?

Speakers

Joseph Anderson

President
CFP®, AIF®

Nicole Newman

Estate Planner

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