Not everyone needs an estate plan, but most people who wish to leave a legacy for loved ones or provide for their care need a plan. Whether you wish to ensure your children are cared for and protected if you're no longer around, or wish to leave your assets to a charity or specific persons in your life, or even provide for a beloved pet, you'll need the legal documentation to implement your wishes.
3 Key Takeaways from this presentation:
- You'll learn about how different legal instruments such as wills, trusts, guardianship, health directives, charitable giving etc. work to achieve your estate planning goals;
- You'll learn the key questions to ask yourself and advisers, and how to begin crucial conversations with your loved ones (including your spouse or life partner and possible guardians for your children); and
- You'll learn what documents you need to put together before you see your advisers.
To reserve a place at this event, please complete and submit the form below. Separate submissions are required for additional persons who are attending with you.