Estate Planning 101

This session covers the fundamentals of estate planning, the probate process, and modern trust strategies designed to simplify asset transfer and maintain privacy.

Estate planning is a comprehensive process that includes a will but also utilizes trusts, powers of attorney, and healthcare directives to manage your assets, health, and legal affairs during your lifetime and after.

Designed for adults and families interested in learning the basics of estate planning, asset protection, and how trusts can help protect loved ones and avoid probate. Particularly helpful for homeowners, individuals planning for retirement, or anyone wanting to ensure their assets transfer smoothly to the next generation.

Free and open to the public. Space is limited.