Estate Planning Essentials
Estate Planning Essentials: Wills, Trusts & Protecting Your Legacy
Description:
Estate planning isn’t just for the wealthy—it's for anyone who wants to protect their family, avoid unnecessary legal complications, and ensure their wishes are honored. Join us for a clear, practical breakdown of the essential documents every adult needs, including wills, trusts, powers of attorney, and healthcare directives.
You’ll learn how to avoid probate, reduce family conflict, protect your assets, and create a plan that reflects your values. We’ll also discuss tax-efficient legacy strategies and how to integrate estate planning with long-term financial protection.
Whether you’re updating an existing plan or starting from scratch, this session will give you the clarity and confidence to take the next step.
What You’ll Learn:
What happens if you pass away without a plan
The must-have legal documents every adult needs
How wills and trusts work (and which one fits your goals)
Ways to protect assets and family members
How to build a tax-efficient legacy
How estate planning ties into long-term financial protection
Includes:
Complimentary planning review
Who Should Attend:
Adults who want to protect their family and assets
Homeowners and real estate investors
Parents of minor or adult children
Retirees wishing to update or review their estate plan
Anyone unsure whether they need a will or a trust
Individuals who would like to avoid probate and simplify inheritance
Zoom Webinar
Planning for the Future: Long-Term Care & Estate Planning Seminar
Date/Time: Wednesday, December 10, 2025, at 12:00 PM Eastern
Register: https://us06web.zoom.us/webinar/register/WN_pcQdBOzMQVmi_xkSlM1YVQ
*After registering, Zoom will send you an email directly with the join link and calendar invitation.