09/12/2025
Are you thinking about your family’s future or how to ensure your wishes are honored—even if you cannot speak for yourself? Join us for a practical discussion about the goals of estate planning and the concrete steps you can take to preserve your legacy and minimize family conflict.
At this presentation, we’ll cover:
The real purposes of estate planning and why it matters for every family—not just the wealthy.
The key tools used in estate planning, including wills, trusts, powers of attorney, and advance health care directives—what they do and how they work together.
Guidance on important conversations: what to discuss with your loved ones and professionals to keep your plan up to date and your voice at the center of decision-making.
Tips for creating a plan that can adapt to life’s changes and helps reduce the risk of disagreements within your family and preserve your most valuable asset - your connection to family and friends.
Whether you’re new to estate planning or want to ensure your current plan stays effective, this session provides clarity, actionable advice, and an open forum for your questions. You’ll leave empowered to take your next steps confidently and communicate your wishes calmly and clearly.
Reserve your spot today and take control of your future—in a way that truly honors your values.
Click the link in my bio then Workshops to sign up!
