Tacos & Trusts

Worried you don’t have an estate plan? Not sure where to start—or just haven’t gotten around to it yet? Join us for this complimentary event
About this Event

Come join us for this informative learning (and approachable) lunch, we’ll discuss how estate planning helps protect the people you love, provides clarity during difficult times, and brings peace of mind for the future. This is a free event, but registration is required.

• Why you need an estate plan, even if you’re not 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

• How often your Will or Trust needs to be reviewed and updated to ensure they work and won’t become a pile of expensive, useless paper in your desk or bookshelf
• What estate planning should cost and who pays the cost of “cheap legal” plans

Limited seating.