New Year, New Plan: Get Your Ducks in a Row for 2025

Kick-off 2025 by taking charge of your future!

Join me for this free, no-obligation webinar to learn the simple steps you can take to protect your loved ones, avoid costly probate, and finally get it together when it comes to estate planning.

This year, leave stress behind and step into peace of mind!

During this webinar you will learn about:

• Why you need an estate plan, even if you aren’t rich (And, how it may be even more important for families of modest means)

• The 3 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’ve 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”.

Event Venue

Online