Because we know how complex Estate Planning can be, we are inviting you to a workshop on some general Estate Planning concepts.

What we’ll cover:

·        Discussion of the various documents that are key elements of every estate plan

·        Reasons you should do estate planning

·        Lifetime planning and asset distribution planning at death

·        Should I avoid probate and if so, how

·        How do beneficiary designations and asset titling impact an estate plan

·        Who should I name as fiduciaries

·        How to communicate with family about your estate plan.