AGENCY NAME PRESENTS
estate planning
for everyday families
Register to be our guest at this unique and FREE educational event
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*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with the above firm regarding Wills & Trusts. Msg & data rates may apply.

Available Events
Tuesday
July 23rd
6:00 pm
Thursday
July 25th
12:00 pm
Thursday
July 25th
6:00 pm
For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with <VenueName> and is offered independently of <VenueName>.

What You'll Learn
A well-organized Estate Plan ensures that your assets are managed, protected, and distributed according to your wishes — and that your loved ones are taken care of — during your lifetime and after you are gone.
This isn’t just a must for the ultra-wealthy. Anyone can and should consider an Estate Plan to:
• Preserve family wealth
• Provide for surviving spouse and children
• Fund children’s or grandchildren’s education
• Leave a legacy for a charitable cause
Join us for an in-person event to cover the following topics, in easy-to-understand terms:
- The difference between an Estate Plan and a Will
- How Probate Court works and how to avoid it for your family
- Strategies for minimizing taxes
- Establishing a guardian for living dependents
- Setting up durable powers of attorney (POAs) and the right executor
- Leveraging life insurance in Estate Planning
- Protecting your assets and heirs from unforeseen threats
- The impact of the Secure Act on Trusts and Retirement Accounts
Be our guest at this unique and FREE educational event.
If married, spouses are encouraged to attend. Adults only.

Get to Know Your Hosts
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Host Name
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Host Name
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