MEMBER HOSTED EVENT: Estate Planning Lunch and Learn Workshop

In this presentation, you’ll learn about wills, trusts, powers of attorney, and healthcare directives in a way that’s relevant to you and addresses the unique concerns and challenges that you may be facing, including:

• Why, for most adults, a simple will is not enough to fully protect their assets, safeguard their children, keep their affairs private, and accomplish their estate planning goals.
• Why owning assets jointly or putting property in a child’s name is likely a huge mistake.
• How to protect vulnerable beneficiaries from themselves and pass your inheritance down in a way that gives heirs a chance for rehabilitation and not financial harm.
• How to preserve your estate for your children should you pass away and your surviving spouse gets remarried.