The Truth About Estate Planning

The Truth About Estate Planning.

You’ll discover:

• The basics of Estate Planning and the documents you must have for an effective plan.

• What happens if you pass away without a will?

• What is probate, and how to avoid it?

• What is a trust

• Guardianship proceedings;

• Why most estate plans don’t work;

• Our three-step strategy for effective estate planning and more!

The Top Ten Reasons Estate Plans Fail - REGISTRATION OPEN

Learn the top 10 reasons even well-intentioned estate plans don’t work when they’re needed most. From procrastination and not knowing where to start, to using the wrong tool for the job, small missteps can lead to big consequences. This informative session is designed to educate, not overwhelm, and give you clarity, confidence, and practical insight into how to protect what matters most. Whether you have no plan at all or think yours is “good enough,” this workshop will help you understand what to avoid and how to move forward.

The Legacy Series

This special class is designed to help you begin putting your life story together and building your unique legacy in a book of memories. We will have everything you need to put together your history. Bring a friend for twice the fun!