Estate planning is about more than documents—it’s about protecting your family, preserving your legacy, and ensuring your wishes are carried out as intended. This educational workshop is designed to help individuals and families better understand today’s estate planning landscape and why proactive planning matters more than ever.
Attendees will learn key considerations around wills and trusts, beneficiary designations, powers of attorney, healthcare directives, and how estate planning works alongside retirement and tax strategies. With changing laws and evolving family dynamics, outdated or incomplete plans can create unnecessary complications.