This free, 45-minute workshop is designed to give you everything you need to know about setting up your estate plan. We will explain the process, documents, involved, and help you organize your goals and devise a strategy for creating your plan. This course is perfect for a first-time estate plan, or if you are looking to update a plan that is a few years old.
WHAT YOU CAN EXPECT?
Each live session is interactive and conversational. Attendees are encouraged to ask questions and interject concerns to ensure a livelier and more interesting hour together.
During the first 45-minutes we will cover:
- The Goals of Estate Planning
- Basic Estate Planning Strategies
- Wills and Trusts – What’s the Difference?
- When Do Will Based Estate Plans Make Sense?
- When Does Trust Planning Make Sense?
- Common Questions & Concerns in Estate Planning.
- Probate Avoidance Tools
- Advanced Planning Techniques to Consider
The last 15 minutes is reserved for open discussion and individual questions.
WHAT SHOULD I PREPARE FOR THE WORKSHOP?
The intention is for you to learn, so there are no expectations for you to prepare anything.
We recommend that you bring the following:
- Something to take notes on
- Any questions you have
- An open mind
WHO IS THIS FOR?
- Anyone nearing retirement or dealing with a medical condition
- Newly Married Couples or Blended Families
- Families in Transition – having children, aging parents, medical conditions, recently purchased a home and/or property
- Parents of Special Needs Children
- Business Owners
- Professional Singles who are generating wealth and/or acquiring assets
Don’t see a time that works for you?
Our team is available for a free consultation to discuss your individual estate planning needs.