Workshop: Estate Planning Essentials

Description

Most people have heard of a Will, but fewer know about the Pour Over Will and the Revocable Living Trust, and why these documents work best together. In this workshop, we’ll walk through the foundational documents every Estate Plan needs and explain why each one matters.

We’ll also demystify Probate: what it is, and why so many families work to avoid it. By the end, you’ll have a clear picture of how the pieces fit together and be ready to start building a plan that protects your family when you’re gone.