Legacy Wealth & Estate Planning
Join us for an educational overview on how to protect your assets, look after your family in the event of incapacity or death, and learn about basic asset protection tools that will provide you with ease of mind knowing that your loved ones will not be burdened with unnecessary expenses, probate court proceedings or additional delays when it matters most.
This workshop will cover the basics of legacy wealth and estate planning. You will learn the importance of:
Identifying goals and needs for your family
Executor and Trustee responsibilities
Estate planning strategies
Last will, Living Trusts, Powers of Attorney, (financial and healthcare), and Advance directives
Avoiding Probate with TODIs, Joint Ownership, and Land Trusts
Protecting your Small Business