Estate Planning Essentials
Protect Your Legacy & Provide Peace of Mind
Learn how to safeguard your assets, avoid probate, and ensure your wishes are honored.Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect what they’ve built and make things easier for their loved ones. In this session, we’ll break down wills, trusts, powers of attorney, and other key tools in plain language. You’ll walk away knowing the steps you can take now to make sure your plan is clear, legally sound, and tax-smart.
What You’ll Learn:
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The difference between wills and trusts—and when to use each
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How to avoid the costly and time-consuming probate process
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Planning for incapacity with medical and financial powers of attorney
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Strategies for minimizing estate taxes and preserving wealth
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How life insurance and annuities can support legacy goals
Who Should Attend:
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Individuals or couples approaching or in retirement
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Anyone without an up-to-date will or trust
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Adult children helping aging parents plan
Format & Environment:
Friendly, interactive, and informative—no legal jargon, no sales pressure. Bring your questions!
