Estate Planning 101 – July 19th

Everything You Need To Know To Put Together A Solid Plan

A complimentary workshop designed to help families create an estate planning strategy for their unique goals and needs.

Register Today

Estate Planning 101 – July 19th

Estate Planning Workshop

We will discuss the following:

  • Planning For Everyone

    Estate planning is not only for the wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.

  • Avoid Unnecessary Taxes & Fees

    Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated.

  • Legal Safeguards

    Avoid a court-administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.

Estate Planning Workshop

Virtual Event

Wednesday, July 19th

2:00pm

Register Today

Estate Planning 101 – July 19th

Why we created this workshop:

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this informative workshop, you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.

Register Today

Register for Estate Planning 101 – July 19th: Estate Planning Workshop

Please complete the form below to reserve your complimentary spot!

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