Webinars
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Webinars

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In the Dirty Dozen Webinar Series, Attorney Kim Browning discusses the Top 12 Estate Planning Mistakes.

Dirty Dozen Part 2: Has the Banker Drafted Your Plan?

Join us for Part 2 of our Dirty Dozen webinar series: “Has the Banker Drafted Your Plan?” on Tuesday, July 8th from 12:00 – 12:45 p.m. (ET).

Attorney Kim Browning will walk you through the dangers of informal estate planning through bank forms, outdated beneficiary designations, and unintended consequences of relying on non-legal professionals for “quick fixes.”

Check back soon for registration links for these upcoming sessions!

This is the second session in Category 1: Cutting Corners, and you won’t want to miss the upcoming webinars in this series:

  • “What Happens if You are Mortal?” – July 29
  • “You May Not Keep Score, But Your Kids Do” – August 12

Dirty Dozen Part 1: Pay Me Now or Pay Me Later?

Estate Planning Basics

 

To download our free Estate Planning Guide, fill out the form to the right.

To set up a consultation with Attorney Browning, call or email our office today.

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About Us

Blue Chip Estate Planning, PLLC is part of the Blue Chip Family of Companies, offering you an all-in-one solution for your estate planning, financial planning, tax, and investment needs.

Blue Chip Partners, LLC is a wealth management firm that provides highly-personalized financial planning and portfolio management services to over 900 clients. Blue Chip Partners has 41 employees and over $1.5 billion in assets under management as of March 31st, 2025.

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