This Educational workshop is for anyone thinking about any form of estate planning, for any size of estate.

 Learn about the 4 keys to an effective estate plan, and 5 personal planning goals which are often overlooked.

 Discussion includes:

• Why most estate plans do not work
• The importance of proper asset ownership
• How to avoid probate
• How to make life easier on your loved ones in troubling times
• What the estate planning "process" is and how you can prepare for it