Bank Accounts & Beneficiaries - How to Avoid a Bad Outcome

Presented by Wilson Legal

There are so many things we do or don't do to solve a problem today that creates a problem tomorrow. In this class, estate planning attorney, Michelle Wilson, will take a close look at bank accounts and beneficiary designations. You will hear real stories from real people (names changed to protect identities). Learn the best practice to arrange for future help you need with your accounts, the best practice for naming beneficiaries and the risks of poor planning and doing nothing.  

Michelle Wilson is a local estate planning, probate and elder law attorney in Cumming, Georgia. She has some ideas on how you can feel like you are getting a grip when life seems up in the air by protecting the people in your life that you love the most - including you! She'll share a little bit about what you need when you die and what you need while you're living. More than that, she'll share what to look for in the other advisors you need on your team - and what to avoid.  Feel better about your life by coming to hear about the steps you take to protect yourself and your loved ones. Leave feeling better knowing what you need to do to keep yourself and your family safe, who you need to add to your team, and at least one important "to do" you can complete by yourself. 

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