Wills vs. Trusts: Protecting Your Legacy and Your Loved Ones
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Money Mindset Monday
Wills vs. Trusts: Protecting Your Legacy and Your Loved Ones
Have you ever wondered whether a will is enough? Or if a trust might be a better option for your family's needs?
Many people assume estate planning is only for the wealthy, but the truth is everyone needs a plan. Having the right documents in place can help protect your assets, ensure your wishes are honored, and provide peace of mind for the people you love most.
Join us for an informative and engaging discussion as we break down the differences between wills and trusts and help you better understand your options.
During this event, we'll discuss: ✅ The purpose of a will and a trust ✅ Key differences between the two ✅ How each impacts your family and your assets ✅ Common misconceptions about estate planning ✅ Steps you can take now to protect your legacy
We are excited to welcome our guest speaker, Melissa Huntley-Bosco, who will share valuable insights and answer your questions on this important topic.
📅 Monday, August 10 🕕 6:00 PM 🚪 Doors Open at 5:45 PM 📍 Orleans Bistro
Whether you're just getting started or need to review an existing plan, this event will provide valuable information to help you make informed decisions for yourself and your family.
Bring a friend and join us for an evening of education, conversation, and peace of mind.
Wills vs. Trusts: Protecting Your Legacy and Your Loved Ones
Have you ever wondered whether a will is enough? Or if a trust might be a better option for your family's needs?
Many people assume estate planning is only for the wealthy, but the truth is everyone needs a plan. Having the right documents in place can help protect your assets, ensure your wishes are honored, and provide peace of mind for the people you love most.
Join us for an informative and engaging discussion as we break down the differences between wills and trusts and help you better understand your options.
During this event, we'll discuss: ✅ The purpose of a will and a trust ✅ Key differences between the two ✅ How each impacts your family and your assets ✅ Common misconceptions about estate planning ✅ Steps you can take now to protect your legacy
We are excited to welcome our guest speaker, Melissa Huntley-Bosco, who will share valuable insights and answer your questions on this important topic.
📅 Monday, August 10 🕕 6:00 PM 🚪 Doors Open at 5:45 PM 📍 Orleans Bistro
Whether you're just getting started or need to review an existing plan, this event will provide valuable information to help you make informed decisions for yourself and your family.
Bring a friend and join us for an evening of education, conversation, and peace of mind.
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Where is it happening?
Orleans Bistro & Grill, 5442 SouthPoint Plaza Way,Fredericksburg,VA,United States
Event Location & Nearby Stays:
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Host or PublisherOne Choice Financial Wellness
