Protect Your Legacy. Plan for the Future.
Join us for an informative and engaging Estate Planning Workshop designed to help you take control of your future and protect what matters most. Whether you’re just starting to think about creating a plan or need to update an existing one, this workshop will give you the tools and knowledge to make informed decisions.
In this workshop, you will learn:
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The Probate Process: What it is, why it matters, and how to avoid it.
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Key Estate Planning Documents: Wills, trusts, powers of attorney, and advance healthcare directives explained in simple terms.
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Avoiding Common Mistakes: Discover the pitfalls that can undermine your estate plan and how to prevent them.
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Protecting Your Assets and Loved Ones: Strategies to minimize taxes, protect against creditors, and provide for your family.
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Planning for Incapacity: How to ensure your wishes are honored if you become unable to make decisions.
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Special Topics: Asset protection, Medicaid planning, and planning for blended families or special needs beneficiaries.
