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Estate Planning 101: Why Everyone Should Consider an Estate Plan

Estate Planning 101: Why Everyone Should Consider an Estate Plan

Estate planning isn’t just for the wealthy—it's for anyone who wants to protect their family and legacy. In this introductory session, we’ll cover the basics of estate planning, why it’s essential, and how it ensures your wishes are honored. Let’s get you started on the right to protect your nest!

RSVP HERE

Highlights

  • Overview of what estate planning is.

  • The key documents included in an estate plan.

  • Common misconceptions and why it’s not just for the wealthy.

  • Q&A session with our estate planning experts.

Date & Time: Tuesday, October 15th at 12:15-1:00pm

Duration: 30 Minute Presentation | 15 Minute Q&A

Secure your spot HERE and take the first step towards a foolproof estate plan!

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October 1

Wills vs. Trusts - What’s the Difference?

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October 29

Understanding Wills: The Foundation of an Estate Plan