Common Misconceptions and Core Goals of Estate Planning

Most estate plans fail not because they’re complicated—but because key basics are overlooked. Partner Nick Keller speaks at an estate planning workshop hosted by Felician University, Rutherford, providing a high-level overview of estate planning and addressing common misconceptions and core planning goals such as protection, efficiency, and peace of mind. The interactive workshop also covers foundational documents and components, including wills, powers of attorney, advance healthcare directives, retirement accounts, life insurance, trust ownership, and common beneficiary designation mistakes.