Estate Planning Workshop
Event is Free of Charge.
Seats are limited!
Confirmation will be sent directly to your email after registration
Topic: Avoiding the Pitfalls of Estate Planning
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 led by qualified professionals and designed to help you secure your assets and avoid the most common (and expensive) mistakes.
💡 What You’ll Learn
✓ How to Minimize Estate Taxes and Avoid Probate Costs
✓ How Long-Term Care Can Impact Your Estate
✓ Protecting Beneficiaries and Managing How Assets Are Distributed
✓ Wills vs. Trusts: What You Need to Know
✓ The Key Differences Between Revocable and Irrevocable Trusts
✓ Estate Planning Strategies for Retirees and Pre-Retirees
✓ Essential Estate Planning Documents Most People Overlook
This event is about learning—not selling. That’s our promise. Our goal is to offer guidance in a no-pressure setting, ideal for anyone looking to secure their future and their heirs’ well-being.
We see how common it is to assume a simple will is enough, but without the right planning, your heirs could still face costly delays, avoidable taxes, and legal complications.
Take the 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.
Please register if you plan on attending. Thank you!