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Prospective Clients: The Truth About Estate Planning

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.

 Discussion includes:

  • 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