Many families believe their estate plan is “done” once documents are signed, but as estate attorney Curtis Kaiser explains, that traditional “sign and forget” model often leads to unintended consequences. In this educational session hosted by Halbert Hargrove Senior Wealth Advisor Nick Strain, Curtis shares why technically sound estate plans can still fail, the four critical moments where plans quietly go off track, and how families can build a more durable, conscious approach to legacy planning.
