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20 Common Mistakes in Estate Planning


Philip Fish, estate planning specialist and a vice president of Sandy Spring Trust in Olney, Maryland, has more than 25 years of experience in guiding families through the oftencomplicated processes of estate, trust and financial planning. Most mistakes arise from a simple lack of knowledge. Among the errors people frequently make is leaving hard-to-split assets to multiple beneficiaries, failing to plan for state estate taxes and naming different medical and financial agents as their powers-of- attorney.  "Mistakes are easy to undo when the client is healthy," Fish says, "but changes are harder to make once illness or death occurs." 

He notes that a good overall plan needs to coordinate estate planning, tax considerations, financial issues and healthcare concerns. His informative presentation will offer strategies for managing these four areas and plenty of time for questions and answers.
To register, call 202-364-7602. Seating is limited.


Saturday, November 02, 2013 10:00 AM - 12:30 PM


Sibley Hospital, Medical Bldg, Conference Room 2
5901 MacArthur Blvd. NW,
Washington, DC

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