Estate Planning Workshop
Event is Free of Charge.
Seats are limited!
Tickets will be sent directly to your email after registration
Topic: Avoiding the Pitfalls of Estate Planning
Its common to assume a simple will is enough, but without the right planning, your heirs could still face costly delays, avoidable taxes, and legal complications.
At this educational event, qualified professionals will share insights to help you take proactive steps today that can prevent future complications and preserve what you’ve worked so hard to build. It’s important to know that estate planning is not just about what happens after you’re gone. It’s about peace of mind while you’re living.
Register for our community event on Wednesday, November 19th from 6:00 – 7:30 PM at Colonial Country Club to participate in a free estate planning workshop designed to help you secure your assets and avoid the most common (and expensive) mistakes.
Some of the topics you’ll learn…
✓ How to Minimize Estate Taxes and Avoid Probate Costs
✓ Wills vs. Trusts: What You Need to Know
✓ The Key Differences Between Revocable and Irrevocable Trusts
✓ Estate Planning Strategies for Retirees and Pre-Retirees
✓ Must-Have Documents Everyone Should Have
This educational event offers guidance in a no-pressure setting, ideal for anyone looking to secure their future and their heirs’ well-being.