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Day One
Is Your Estate FOUNDATION as Strong as the Wealth You've Built?
On Day One you'll discover why having a Will, jointly owned assets, beneficiaries, or insurance doesn't necessarily mean everything will unfold the way you expect. We'll explore the often-overlooked gaps between what you own, what you assume will happen, and what may actually happen when your family needs your plan.
- Discover the hidden gaps that can leave your family facing confusion, delays and difficult decisions
- Understand why outdated documents, beneficiary designations and ownership arrangements may no longer reflect your intentions
- Recognize the assets that are often overlooked in legacy planning — from business interests and investments to intellectual property and digital assets

