This Educational workshop is for anyone thinking about any form of estate planning, for any size of estate.
Learn about the 4 keys to an effective estate plan, and 5 personal planning goals which are often overlooked.
- Why most estate plans do not work
- The importance of proper asset ownership
- How to avoid probate
- How to make life easier on your loved ones in troubling times
- What the estate planning "process" is and how you can prepare for it