october, 2024
Estate Planning 101 – October 10th
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.
october, 2024
A complimentary workshop designed to help families create an estate planning strategy for their unique goals and needs.
Estate Planning 101 – October 10th
We will discuss the following:
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.
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.
Avoid a court-administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.
Thursday, October 10th
2:00pm
Complimentary valet parking available onsite.
Estate Planning 101 – October 10th
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.
Please complete the form below to reserve your complimentary spot!