JANUARY 26, 2021
In our seminars, we discuss subjects most of us want to avoid: death, disability, and taxes. Many people don’t give a thought to the certainty of their own death; yet it will happen to each of us. Then what?
January 21, 2021
We will discuss a variety of topics centered around you, your family and your estate plan. We will address the common mistakes we see well intentioned families make regularly
Why most wills and trusts fail to protect children and what to do about it.
Tuesday, June 8th at 10:00 am
The most common problems when it comes to assets in trusts: Continuity between spouses, children having a clear vision of how to treat an inheritance, peace of mind about investments and knowing how to talk with your children about your estate plan.
Thursday, May 13th at 1:00 pm
Education for all future trustees. Have you talked to your children or successor trustees about what to do if something happens to you? This is the perfect workshop for them.