This webinar will discuss the many misconceptions in estate planning that are perpetuated by well-meaning friends and neighbors and certain members of the financial services industry. Our laws and tax structure reward advance planning. Learn more about the top ten mistakes now, including wills, retirement accounts, and gifting, so that you will avoid making them later and have financial peace of mind.
Moira Laidlaw is a highly accomplished attorney who concentrates her practice in complex trust and estate planning, probate, elder law, Medicaid, special needs planning, guardianship, tax and small business planning. She is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation as accredited by the American Bar Association, and is one of only approximately 400 attorneys in the United States who holds this designation. Known for her compassion, attentiveness and responsiveness, Ms. Laidlaw takes great pride counseling her clients during often difficult, sensitive situations, drawing on her deep legal knowledge and thoroughness, to find a favorable outcome for all parties. Ms. Laidlaw is a frequent and noted speaker on probate, estates and gift tax issues.