2 CE Credit hours
The instructional intent of this course is to educate on the 10 most common Estate Planning pitfalls related to insurance planning.
They include the following:
• Jointly held property
• Lack of liquidity
• Life insurance mistakes
• 100% left to spouse vs. wills/contracts
• Poor choice of executor
• Record keeping
• Proper distribution of assets
• Estate/Business stability and maximization
• No game plan.