Common Misconceptions in Estate Planning
Oct 30, 2026
8:00 AM to 9:30 AM
New estate planning clients and seasoned planners alike often make assumptions about estate planning, such as what planning tools are best for them or how their assets will ultimately be distributed. These assumptions sometimes miss the full picture of what estate planning actually does. Estate plans are not one-size-fits-all and each requires careful considerations for what will--or will not--work for each person and their family.
In this seminar, we will explore commonly misunderstood fundamentals that can compromise an estate plan’s effectiveness. We will discuss misconceptions about keeping property in the family, the capabilities and limits of powers of attorney, the roles of different types of trusts, and planning for difficult issues such as mental health, dependency, and conflict.
Topics
- Strategies for keeping real estate in the family long term
- The capabilities and limitations of powers of attorney
- The real risks of failing to update your estate plan
- The most effective uses of different types of trusts
- How to plan for hard-to-talk about family dynamics, including mental health, dependency, and conflict
- The latest tax rules that could affect your planning
Join Us
Join us on October 30 at the Exhibition Hall of the Alliant Energy Center, located at 1919 Alliant Energy Center Way in Madison.
REGISTER