Program Description
Event Details
Do you need Estate Planning?
Many believe that if they do not have millions of dollars, they do not need an estate planning. I disagree!
Join us to find clarity about an estate plan. What does estate plan really mean versus what you think it is?
If you have kids over the age of 18 years out to college or at home; if you have assets to protect, you have a blended family; if you have minors at home; or if you are a business owner, this educational presentation is for you. There are myths and facts about estate planning.
Estate planning, tax planning, and financial planning are all a part of financial freedom. Come and learn! Do you need a will? Do you need a trust? What do you need to be aware of before creating a trust. This is complex information, but we bring it to you with practical explanations.
Remember your will is a reactive document but your trust is a proactive documents, then there is a way to plan through beneficiary designations, but, what about probate, what do you need?