Countybank Summer Lunch & Learn Series: Common Estate Planning Mistakes
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Presenter: April Prince, ATFA, Countybank Trust Advisor
Summary: Join us for an educational presentation on Common Estate Planning Mistakes and learn how small oversights can lead to big problems
Take Aways:
-Why having a will alone is often not enough
-Common beneficiary designation mistakes and how to avoid them
-The impact of outdated or improperly titled assets
-Risks of failing to plan for incapacity
-How poor communication can create conflict among heirs
-The importance of coordinating your estate plan with financial accounts and real estate
-Strategies to minimize delays, costs, and stress for loved ones
-When and why to review and update your estate plan regularly
You will walk away with:
-A clear understanding of the most common estate planning mistakes
-Practical steps to protect your assets and your family
-Confidence in recognizing gaps in your current plan
-Insight into when to update or revisit your estate documents
12:00-1:30pm at the Chamber
Lunch will be provided
FREE for members
$10 for non-members/prospective members
Register: https://www.andersonscchamber.com/events/details/countybank-summer-lunch-learn-series-common-estate-planning-mistakes-12059?calendarMonth=2026-07-01
Summary: Join us for an educational presentation on Common Estate Planning Mistakes and learn how small oversights can lead to big problems
Take Aways:
-Why having a will alone is often not enough
-Common beneficiary designation mistakes and how to avoid them
-The impact of outdated or improperly titled assets
-Risks of failing to plan for incapacity
-How poor communication can create conflict among heirs
-The importance of coordinating your estate plan with financial accounts and real estate
-Strategies to minimize delays, costs, and stress for loved ones
-When and why to review and update your estate plan regularly
You will walk away with:
-A clear understanding of the most common estate planning mistakes
-Practical steps to protect your assets and your family
-Confidence in recognizing gaps in your current plan
-Insight into when to update or revisit your estate documents
12:00-1:30pm at the Chamber
Lunch will be provided
FREE for members
$10 for non-members/prospective members
Register: https://www.andersonscchamber.com/events/details/countybank-summer-lunch-learn-series-common-estate-planning-mistakes-12059?calendarMonth=2026-07-01
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Where is it happening?
432 North Main Street, Anderson, SC, United States, South Carolina 29621
Event Location & Nearby Stays:
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Host or PublisherAnderson Area Chamber of Commerce
