Estate Planning Workshop - Wills and Trusts
About this Event
Join us for a FREE informative workshop on Estate Planning! Over the hour presentation, we will cover what each document in a trust does, why it serves to protect your assets and the different advantages of having a funded estate plan!
Agenda
Key Components of an Estate Plan
Who Needs an Estate Plan
The Difference Between a Will and a Trust
Funding a Trust - the Critical Step often Missed
Untitled agenda
Who Needs an Estate Plan
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The Difference Between a Will and a Trust
Where is it happening?
Event Location & Nearby Stays:
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