Join us for our free Estate Planning Workshop where we will discuss: the importance of an Estate Plan, the foundational documents in every Estate Plan, and using Trusts as effective tools in Estate Planning. We offer online and in-person attendance! Registration is required, so save your spot today! Please click on the link provided below for online attendance registration. If you would like to attend in person, please give our office a call.
How to Communicate Your Estate Plan with Your Family
5 Key Tips Estate planning isn’t just about creating legal documents—it’s also about ensuring your loved ones understand your wishes and intentions. Having a well-crafted plan is important but communicating that plan with your family can be equally crucial to avoid confusion and ensure everyone is on the same page. Here’s how you can navigate these sometimes tricky conversations: 1. Start the Conversation Early Waiting until a health crisis or life-altering event to discuss your estate plan can make an