Navigating the Essentials of Estate Planning
Sep 26, 2024 at 12PM
Creating a thorough estate plan involves preparing a will, trust, and essential health care and financial documents to help you avoid probate, protect your family’s inheritance, and reduce taxes. In this workshop, we’ll explore the distinctions between a will and a trust, emphasize the significance of properly funding your plan, and discuss the importance of updating it as your family and circumstances evolve.