Workshops

Estate Planning 101

Have you heard that you need a will? What about a health care power of attorney? What exactly is a trust and why might you use it? What strategies can you use to transfer assets to the next generation?
If you have wondered what estate planning is, and why you should do it, this course is for you. Join me for a two-hour session in which we will explore the basic concepts of estate planning. This foundational course will help you determine where to start in your journey to responsibly plan your estate.

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