14
Aug
The 7 Biggest Estate Mistakes Affluent Families Make That Cost Them Millions & Cause Family Conflict
Description
This private session is designed for affluent families, professionals, and business owners who want to ensure their estate plans protect not only their assets—but also their family harmony.
You’ll learn the legal, emotional, and financial mistakes that cause millions in losses, court battles, and broken relationships—even among families who “already have a will or trust.”
Marc Gaillard II, RICP®, ChFC® will walk through real-life case studies that expose common oversights—and reveal how to structure your estate with clarity, privacy, and peace.
Whether you have a simple plan or complex holdings, this session will challenge your assumptions and equip you to lead your family with wisdom—not guesswork.
Date and Time
Thu, Aug 14, 2025
7:00p - 8:00p EST