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December 13, 2023 Estate Planning Webinar

Home > Events > December 13, 2023 Estate Planning Webinar

Join our Estate Planning Webinar on Wednesday December 13, 2023 at 6:30 pm to learn about wills, trusts, and how to protect your family’s future. Sign up today!

Introduction:

Estate planning is not just for the wealthy—it’s for everyone who wants to secure their family’s future. Join us on December 13, 2023 at 6:30 pm for an in-depth webinar that will cover everything you need to know.


Why You Need an Estate Plan

  • Peace of Mind: Knowing your assets will be distributed as you wish.
  • Avoid Court Interference: A solid estate plan minimizes the chances of family disputes and legal battles.

Wills vs Trusts: What’s the Difference?

  • Wills: A legal document that outlines how your assets should be distributed after your death.
  • Trusts: A legal entity that holds and manages assets for the benefit of specific individuals.

Planning for Incapacity

Learn how to set up power of attorney and healthcare directives to ensure that you’re taken care of, even if you can’t make decisions for yourself.


Protecting Your Children’s Inheritance

Discover strategies to shield your children’s inheritance from claims by future ex-spouses and creditors.


What to Do If a Surviving Spouse Remarries

Learn how to set up a trust that ensures your children are the ultimate beneficiaries of your estate, even if your spouse remarries.


Talking Estate Planning During the Holidays

Tips for having a constructive conversation with your family about estate planning during the holiday season.

Don’t let 2023 end without taking action. Secure your family’s future by signing up for our Estate Planning Webinar on Wednesday, December 13, 2023 at 6:30 pm.