Join your fellow NAIFA Houston members for a Membership Luncheon Meeting! Registration will include lunch and non-alcoholic beverages. We will be joined by guest speaker, Russ Newton, Senior Fiduciary Strategist with Comerica Bank.
During the presentation, Russ will discuss the 12 common mistakes in Estate Planning including procrastinating, DIY, failure to plan, failure to ensure will and beneficiary designations, confusing probate assets with non-probate assets, living trust issues, testamentary trusts, tangible assets, children, not following the plan, and charitable gifts.
