Life-altering events should be a motivator for
adults to update their estate planning
documents. Time often gets in the way of good
intentions and critical revisions are never
made. This presentation will discuss The Five
D’s: Death, Divorce, Diagnosis, Dependents and
Displacement and their impact on your estate
planning and surrogate decision-making.
Learn what triggers should prompt a thorough
review of your plan as well as the potential
pitfalls facing those who procrastinate.
*This in-person event is open to everyone. No CE credits are available.