Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. However, without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.

You’ll Learn About:

• Wealth Management: We’ll discuss how to control who gets what, when and how. Also, how to avoid probate and calculate the value of your estate.
• Trusts: You’ll learn about the difference between a revocable or irrevocable trust and the importance of having a trust and life insurance policy if you’re from a blended family.
• Planning: We’ll cover finalizing your last wishes, how to not disinherit your children and grandchildren because of divorce or other triggering events and more.