Upcoming Events

Don’t Leave Your Family at Risk

Free Educational Event, Covering:

  1. Why you need an estate plan, even if you aren't rich. (And, how it may be even more important for families of modest means)
  2. The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer).
  3. How often your will or trust needs to be reviewed and updated to make sure they work and don't end up a pile of expensive paper in your drawer.
  4. What estate planning should cost and who pays the cost of a "too cheap" plan.