Wednesday, March 6, 2024 (5:40 PM - 7:15 PM)
(PST)
Description
Don’t Leave Your Family At Risk!
Stop putting it off!
Keep your loved ones out of court and out of conflict by getting a current Will or Trust in place.
Learn this and more at our Wine & Wills event:
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”.