Coming Soon! 

Legacy Planning Event – “Preparing for the Conversation”

Our invited guests include a financial advisor, life insurance specialist, tax guru and funeral director to share what you’ll need to put your plan in place.

We Will Cover:

The Do’s and Don’ts for ensuring your estate and legacy is secure:

  1. What words to use and what questions you’ll need to ask.
  2. What common terms are used and what they mean.
  3. What are the tax implications? and how to protect your beneficiaries.
  4. What to expect when making final arrangements
  5.   What documents you’ll need for each part of your plan.
Click here to view the video.