Workshops
Estate Planning Simplified
Everyone needs an estate plan. If you have assets, it’s time to make sure your estate planning is in good order. You’ll learn how comprehensive estate planning can help maximize retirement accounts to provide care for yourself and preserve your legacy for your family—explained in simple, straightforward terms.
What you’ll learn
At this complimentary lunch seminar, you’ll hear—clearly and without jargon—how a living trust can help protect against guardianship proceedings if you become ill or disabled, and how it can transfer your estate to the loved ones of your choice upon your death without the expense and delay of probate.
- The key differences between Wills and Trusts — and which may be right for you
- How Probate Court works and how to keep your estate out of it
- How to protect your home and assets from nursing home costs
- Why Powers of Attorney can fail when you need them most
- How to protect your heirs’ inheritance from lawsuits and divorce
- Strategies to pass on assets quickly, privately, and tax-efficiently
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