The Retiree’s Guide to Wills, Trusts, and Legacy Planning

Estate planning isn’t just for billionaires. It’s about making sure your wishes are clear, your loved ones are protected, and what you’ve worked hard for goes where it should. This session is designed for retirees and near-retirees who want a better understanding of how wills, trusts, powers of attorney, and beneficiary designations all work together—and where things can go wrong if they’re not handled properly.

We’ll cover:

• The core estate planning documents every retiree should have
• The difference between wills and trusts—and when each makes sense
• Avoiding probate and minimizing unnecessary costs and delays
• How to make sure your accounts, titles, and beneficiaries are aligned
• What to consider when planning for adult children, blended families, or charitable giving

Whether you already have an estate plan or you’re just getting started, this class will help you spot gaps, ask the right questions, and make sure your legacy is protected. There’s no cost to attend, and no obligation—just useful guidance from professionals who understand the retirement stage of life.

Info: Get a comfortable seat and enjoy a catered lunch with retiree clients and guests.

Info: Open discussion and answers to the questions that matter most to you.

Host or Publisher Stratton & Company