Estate Planning 101

A complimentary online workshop designed to help families create an estate planning strategy for their unique goals and needs.

Online Estate Planning Workshop

Monday, July 1st
6:30 PM

Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop! 

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Planning for Advanced directives

Trust Planning ( Revocable and Irrevocable)

Beneficiaries on Retirement Accounts Accounts

Avoiding Probate

Protecting Children and Providing for Children

Asset Protection for Beneficiaries

planning ahead for Long Term Care Costs

Why we created this online workshop:

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.

Do you need immediate assistance? Call our office at 631-857-4225 to discuss your matter with our team.