Why we created this workshop

The holiday season is a time for reflection, gratitude, and giving, making it the perfect moment to think about your family's future. This time of year we are reminded of the importance of cherishing our loved ones and protecting what matters most.

Estate planning is for everybody, not just the wealthy. Without a proper estate plan, your loved ones could spend a lifetime (and their life savings) battling over your assets.

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

We want to simplify the process! During this workshop, you will receive valuable information to make an informed decision on how to set up your complete estate plan and how to make sure your ultimate wishes are carried out.

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​Join us in this special holiday workshop to learn how to create a complete estate plan, avoid complications with the IRS and courts, and give your family the ultimate gift of peace of mind this holiday season.