Lana Kadoshnikov and Keith Tokerud, will discuss the 5 mistakes and share their stories of what to do and what not to do.

1. Vague Plan, No Details
2. Procrastinating
3. Short Term Planning-Not Considering Estate Issues
4. Failed to Claim Portability
5. Missed Installment Payment Option for Estate Tax

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The purpose of this presentation is to provide information, rather than advice or opinion. It is accurate to the best of the presenter’s knowledge as of the date the presentation was developed. The information, examples and suggestions presented in this material have been developed from sources believed to be reliable. This presentation should not be viewed as a substitute for the guidance and recommendations of a retained professional and should not be construed as legal or other professional advice. Any references to non-JCCS websites or resources are provided solely for convenience, and JCCS disclaims any responsibility with respect to such websites or resources. The examples provided in this material are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental. In addition, the examples are not intended to establish any standards of care or to serve as legal or professional advice appropriate for any particular factual situations. JCCS recommends consultation with one of our professionals and/or competent legal counsel before applying this material in any particular factual situations.

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