Estate Planning: Don’t Make These Mistakes

canstock26715714As part of its Fall Financial Series, the Farmington Library will host an information session on avoiding mistakes during the estate planning process. This event will take place on Tuesday, September 29 at 7:00 p.m. at the Main Library, located at 6 Monteith Drive.

You may think that drafting an estate plan is straightforward, but in reality, if you do it wrong, you’re jeopardizing everything you’ve worked for. Just because you have a will or trust doesn’t mean you’ve covered your bases. Our presenters will share real-life stories, showing you the dangers of common estate planning mistakes such as using incorrect phrases in your documents or omitting important ones. Failing to fund or revoke a living trust, using ambiguous provisions, titling assets improperly and not updating beneficiary designations are just some of the blunders you must avoid.

Our presenters, Brendan F. Daly and Carmine Perry, are lawyers with CzepigaDalyPope LLC, a law firm specializing in estate planning and senior law.

This event is free and open to the public. Please register in advance for this program by calling the library at 860-673-6791, using the online registration form, or visiting the Information Services Desk.

The Farmington Library is part of the Farmington Village Green and Library Association.  If you have special needs to attend library programs, contact the library in advance.

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