WHAT YOU'LL LEARN DURING THIS FREE WINE TASTING
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).
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).
How often your Will or Trust needs to be reviewed and updated to ensure they work
and don't become a pile of expensive, and useless, paper in your desk drawer or bookshelf.
What estate planning should cost and who pays the cost of a "too cheap" plan.
05 Mar - 05 Mar 2025
06:00 PM - 08:00 PM
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