- This event has passed.
Estate Planning: How Wills and Trusts protect the ones you love (Live)
July 28, 2020 @ 12:00 - 13:00 MDT
This free educational session will cover:
- Why you need an estate plan, even if you are not rich. (And, how it may be even more important for families of modest means)
- The three 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 have 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.