Estate Planning Workshops

People have many questions and concern about Estate Planning.  Avoidance does not make them go away.  We are here to help you tackle these issues.

Estate Planning may be the greatest gift you can give to your family and/or the charitable organization you support.

Come to one of our estate planning workshops to find out how these questions, and others, can be addressed by creating an effective estate plan.

Estate Planning Basics

How to Talk to Your Children About Aging: Your Health and Your Estate

What We Cover in our Estate Planning Workshops

If I create an Estate Plan, will I lose control of my assets?

 

What can I do to protect my spouse after I am gone?

 

What happens to my children’s inheritance if they divorce?  Will their ex get half?

 

How do I protect my family if my spouse remarries after I am gone?

 

What happens to my children’s inheritance if they divorce?  Will their ex get half?

 

What do I do if I have a child who uses drugs or alcohol?

 

What happens if I have a blended family?  Do all the kids share equally?

 

What if one of my kids is successful and the other is struggling?  Should I approach them differently?

 

 

What happens if I can’t take care of my own affairs before I die?  Do I lose control?

Register for one of our estate planning workshops today!

Workshop Registration


*Reservations Required | ***No Obligation

sandwich generation guide

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A checklist of questions to ask—plus a useful quiz—for those who are "sandwiched" between raising their own families, and caring for aging parents. 

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