The passing of a loved one can be the most traumatic time in a person’s life. Would you or your loved ones know what to do in the event of a death and all that entails? This workshop will help you prepare for such times by providing an understanding of estate planning basics as well as debunk some of the myths surrounding this topic. You will leave this workshop understanding how estate planning can ensure assets get passed as you intend them, how to take care of your survivor’s needs, the importance of health care directives and other legal documents as well as a basic understanding of the transfer tax system. Regardless of age and size of assets, estate planning is for everyone.
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