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Wills and Trusts: How they protect your loved ones
August 16, 2020 @ 13:00 - 14:00 MDT
This is your chance to take a very important step for your family! Keep your loved ones out of court and out of conflict by getting a current Will or Trust in place.
The people you love are worth the time to do it right.
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.
