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Workshop: Living Trust & Estate Planning
Aug 18 @ 9:30 am - 1:30 pmFREE
If you are like most Americans, you have focused on accumulating wealth and building a secure financial future for yourself and your family. However, the majority of Americans have no plan in place to preserve, manage and transfer their wealth upon death or incapacity. At this workshop, you’ll learn:
- How to help your family avoid the emotional delays and
expense of probate
- Pitfalls of using joint ownership as a way to transfer property
- Just having a will may not be enough to transfer all your assets efficiently and cost-effectively when you pass away
- How to assure property will be distributed according to your wishes
Two Sessions: Session One- 9:30 a.m.- 11:00 a.m., Session Two- 12 p.m. – 1:30 p.m.