Estate and Financial Planning Seminar

Planning for your future is one thing. Planning for others to care for what you have amassed in your estate is something else. With our free Estate and Financial planning session, you will learn how to prepare for your legacy legally and turn these uncomfortable questions and conversations into actionable items as we discuss:

• What makes up my estate?

• Who needs estate planning?

• If I have a living trust, do I still need a will?

• What is probate?

• Is probate a concern only for those with large estates?

• What is a trust?

• What is a Revocable Living Trust?

Join our team of Estate & Financial Planning professionals for a free, in-person seminar. We will share our expertise on retirement, wills, trusts, and power of attorney and answer your questions about what you can do today to prepare for your future tomorrow.

Who should attend:

• Newly married couples

• New parents

• Those who have real estate or investments

• Those nearing retirement

Host or Publisher Triangle Credit Union