Broker Check
02 June
Principles of Preserving Wealth... Why Everyone Needs an Estate Plan


Have you ever heard that little voice in your head asking, what would happen if I died or became incapacitated now?  60% of American's don't have a Will, leaving their legacy up to an overburdened and complicated legal system.

Estate planning is not just for seniors or the rich and famous.  Learn about how to protect yourself and loved ones with proper Estate Planning Techniques.  These techniques can make sure that you and your family are ready for when the unexpected happens.  Some of the questions we will answer:

I am young, why do I need an Estate Plan?

Who will care for your Minor Children?  How will they fund care?

What documents are involved in an Estate Plan?

What are Estate Taxes and will I pay them?

What is a Trust and is it worth it?

How does Gifting work?

Date and Time

Tue, Jun 02, 2020

7:00p - 8:00p EST




Event Registration