7 Deadly Estate Planning Mistakes

Join us at OLLI, Clemson University’s lifelong learning program, for an engaging discussion on why IRAs are typically not held inside a trust — and the strategies you should consider to properly protect and transfer these assets.

We’ll explore the key differences between wills and trusts, effective approaches to managing and preserving wealth, and planning techniques designed to help families navigate complex fiduciary responsibilities. Special attention will also be given to strategies for protecting loved ones with special needs and managing inheritances for beneficiaries who may not be financially prepared to handle wealth responsibly.