Estate Planning Workshop
Event is Free of Charge.
Seats are limited!
Confirmation sent directly to your email after registration
Topic: Avoiding the Pitfalls of Estate Planning
According to a Pew Research Center study published September 2025, fewer than half of adults under the age of 70 have a will or living will. Two essential documents largely considered to be baseline arrangements for estate planning. This alarming statistic reveals the unfortunate truth about estate planning, that it’s often postponed for far too long and in some cases far too late.
Yet these two documents represent only the tip of the estate-planning iceberg. Now may be the time to learn more about how estate planning strategies can benefit you and your loved ones.
Register for our community event on Wednesday, February 18th from 6:00 PM – 7:30 PM at Colonial Country Club to participate in this 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
- Essential Estate Planning Documents Most People Overlook
- Protecting Beneficiaries and Managing How Assets Are Distributed
- Wills vs. Trusts: What You Need to Know
- The Key Differences Between Revocable and Irrevocable Trusts
- How Long-Term Care Can Impact Your Estate
- Estate Planning Strategies for Retirees and Pre-Retirees
This event is about learning—not selling. That’s our promise. Our goal is to offer guidance in an educational 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!