Planning for Peace of Mind: Wills & Trusts 101

Join us for an insightful session on estate planning, designed to help you safeguard your assets, ensure your wishes are honored, and secure your family's future. Whether you're just starting out or fine-tuning an existing plan, this presentation will provide practical guidance on key topics such as wills, trusts, powers of attorney, charitable giving, and more.

Leading the discussion is MAH Trustee Roxanne Olson, Esq., founder of Fine Point Law, a boutique firm specializing in estate planning, small business formations, and private real estate transactions. A sought-after speaker, Roxanne is known for making complex legal concepts easy to understand—whether addressing everyday estate planning concerns for non-lawyers or educating on advanced topics, like property tax strategies, for other legal professionals.

Attendees have called her presentations engaging and informative —some have even called it the most fun they've had thinking about their own mortality!

Don't miss this opportunity to gain valuable estate planning insights in a relaxed, approachable setting.

Host or Publisher MAH