Take a Business Break: Pitfalls to Avoid When Planning Your Estate

Please register in advance for this program.   Click on Join Event to register.

After registering, you will receive a confirmation email from Zoom containing information about joining the meeting. If you do not see it in your inbox, please check your spam/junk email folder. A reminder will be sent prior to the program.

Topic:  People usually want their affairs settled without problems or delays, especially the heirs. Yet many problems develop unwittingly even when people are fully prepared and take every precaution. Further, some people engage in actions they feel will make things go smoothly when all they are doing is creating extra work for themselves. Pitfalls abound everywhere. This program will cover some of the more common problems people have settling estates and even avoiding difficulties while they are still around. Everyone attending this program should leave it with at least one change (and probably many) they will make to assure an easier handling of what is usually an upsetting process during a very unsettled period.

Presenter:  Edward Mendlowitz, CPA, PFS is emeritus partner with Withum and one of Forbes Magazine's Top 200 CPAs in America and Accounting Today's 100 Most Influential People.  He is an adjunct professor at Fairleigh Dickson University and the author of 32 books.

This event will be held on the Zoom platform.  Please make sure you have the application installed on your computer, iOS, or Android device.

This event is not recorded. All attendees who register with an email address will receive a digital copy of Ed's presentation/handout.