Trusts 101

A complimentary webinar designed to help families understand Trusts and how they address specific goals and needs.

Online Estate Planning Workshop

Tuesday, August 29th
5:30 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:

Revocable Trust vs. Irrevocable Trust: Learn what the difference is.

Understand how to use a trust to protect your assets.

Discover how a trust can help plan for long-term care costs.

Why we created this workshop:

Estate planning is an important process for anyone, regardless of their financial situation. Without a proper plan, your assets can be tied up in probate court or litigation, causing undue stress and strain on your loved ones.

Our upcoming educational workshop will provide you with the necessary information to make informed decisions about how to set up your estate plan.

You'll learn about the different options available and how they can be tailored to meet your specific goals and needs. Don't leave your assets to chance – take control of your future by attending our workshop.

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