Estate Planning Pitfalls That Could Cost Your Family Thousands

Whether you have a modest estate or significant wealth, attorneys Tom Marasco and Anthony Khatchoui will explore the critical pitfalls that catch families off guard — from unfunded trusts and outdated beneficiary designations to common mistakes with homes and retirement accounts.

Learn practical trust funding techniques, understand step-up basis rules for inherited assets, and discover how the new tax law changes starting in 2026 may impact your planning.

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