At the workshop we will discuss several topics including:
• What are the 7 Costly mistakes families make in their estate plans?
• PROBATE - what is it, why does everyone want to AVOID IT?
• How do I ensure my children don’t waste or lose their inheritance?
• If I die first, and my spouse remarries, will my kids still get the money?
• How do I leave money to my kids whom are financially irresponsible?
• How do I keep my assets in the family and protect them from lawsuits, or my child’s ex-spouse?
• Why is it important to have my Trust updated in light of the recent changes to Estate Tax Laws?
Refreshments will be Provided
Safety is very important to us. All seating will be socially distanced and
masks are required. First-time attendees only please.