may, 2024
Estate Planning 101 – May 30th
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 – May 30th
Estate Planning Workshop
We will discuss the following:
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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.
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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.
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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
Thursday, May 30th
2:00pm
Estate Planning 101 – May 30th
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 – May 30th: Estate Planning Workshop
Please complete the form below to reserve your complimentary spot!