Estate Planning 101 - August 2025
Details
Estate plans are more than just a will or a revocable trust. In this presentation we'll go over the universe of key documents that make up an estate plan and various strategies you can employ to protect your legacy. We will also discuss what you should expect from your attorney and how to make sure you're getting the services needed to best protect your estate plan.
Presentation to be followed with a question and answer session.
SEMINAR STARTS AT 6:30 SHARP - please try to be there on time
Financial Education
Financial Independence
Financial & Estate Planning
Investing for Retirement
Estate Planning