About this Event
Estate Planning is an essential part of ensuring your loved ones are well taken care of when the time comes. Whether you're just beginning to consider your estate plan or looking to make updates to an existing one, this event is for you.
Join Phil Ogden, Estate Planning Consultant, at this free face2face event where he will guide you through the intricacies of Estate Planning, including Wills, Trusts, Beneficiaries, Guardians, Lasting Powers of Attorney and more. You'll gain valuable insights into how to make the right choices for your family's future and financial well-being.
Key Topics Covered:
- The Importance of Estate Planning
- Planning for Your Children, No Matter How Old They Are
- Wills vs. Trusts: Which is Right for You?
- Minimising Tax Implications
- Protecting Your Assets and Heirs
- Legacy Planning
Whether you're young or seasoned, estate planning is a critical aspect of financial security and family well-being.
Don't miss this chance to take control of your financial future and protect your loved ones. Reserve your spot today and invest in the peace of mind that comes with proper estate planning.
Our focus is on making sure you and your family are taken care of, whether it be Estate Planning or Financial Planning.
We are focused on providing clients with outstanding service and legal advice for all of the legal services we provide. We customise estate plans, tailored to each client’s specific needs, and our process is client focused. We offer free consultations to get to know our clients’ goals and concerns, and to develop the outline of each client’s particular estate plan during individualise planning sessions before our clients are ever obligated to pay for our services. All of our estate planning services are offered on a flat-fee basis so that our clients are encouraged to ask all of their questions during the planning process. We also provide a review of our clients’ estate plan every three years at no additional cost. We are committed to helping people create estate plans that are customised to their family's unique needs and will help them avoid conflict.
Our appointments can be in the comfort of your home or in your workplace.
Phil Ogden focuses his estate planning practice on helping individuals, families, and small business owners create an estate plan that will ensure their legacy for years to come. Phil has a deep understanding of the need for strategies that can protect family assets, and has seen the impact that poor planning can have on a families.
Event Venue & Nearby Stays
New Life Church, West Road, Congleton, United Kingdom
