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The “Truth About Estate Planning” Workshop
June 6 @ 9:30 am - 12:00 pmFree
The “Truth about Estate Planning” workshop is an essential program for anyone who is thinking about doing estate planning, including preparing wills and trusts. This workshop is designed for people with all sizes of estates. You will learn the importance of proper title of your assets, discover tools that may help reduce taxation of your estate, and discuss options for handling potential disability and long term care needs. The workshop will discuss the 4 keys to an effective estate plan and identify 5 personal planning goals you may never have considered. Together, we will explore strategies to minimize legal expenses and reduce the amount of time necessary to transfer your estate to your heirs.