This workshop provides essential knowledge to help you plan for the future and protect your assets. Learn how to create a comprehensive estate plan that ensures your wishes are followed, minimizes taxes, and secures your legacy for future generations.
What to Expect:
- Estate Planning Basics: Understand the key components, including wills, trusts, and powers of attorney.
- Minimizing Taxes: Learn strategies to reduce estate and inheritance taxes.
- Trusts vs. Wills: Explore the differences and determine what’s best for you.
- Healthcare and Financial Directives: Ensure your healthcare and financial decisions align with your wishes.
- Guardianship and Asset Distribution: Plan for the care of loved ones and how to distribute your assets.
- Avoiding Probate: Discover ways to simplify the estate distribution process and avoid probate.
Why Attend?
- Gain confidence in managing your estate.
- Receive expert advice tailored to your needs.
- Take actionable steps to protect your legacy and loved ones.
This workshop is ideal for anyone looking to secure their financial future and plan for what happens next.