Understanding Estate Planning: Wills, Trusts & Legacy Planning

Are your affairs in order? Whether you're planning for peace of mind or ensuring your family's future is protected, this comprehensive Estate Planning Discussion is designed to help you make informed decisions.

Join Co-Founder Troy Sharpe and attorney Tonya Knauth as we break down the key components of estate planning in a clear, conversational format.

Topics We'll Cover:

Wills vs. Living Trusts — what's right for you?

Power of Attorney
Guardianship: making crucial decisions
Revocable vs. Irrevocable Trusts

Key differences & real-world pros/cons
Testamentary Trusts & Legacy Planning

Asset Protection: safeguarding what you’ve built
Gifting: to children or beneficiaries outside the family
Probate Administration: what to expect

Common mistakes to avoid & important provisions to include

Whether you're starting fresh or reviewing an existing plan, this discussion is for you.