No matter the size of your estate, careful preparation may help ensure that it passes efficiently to the next generation.
At this Enhanced Planning event:
- Learn the real difference between a will and a trust.
- How to know if a will or a trust is right for your situation.
- Learn the importance of who owns what and who gets what.
Wills, Trusts, Beneficiaries: These Aren’t Just for the Rich
Register to attend Enhanced Planning: Protect Your Legacy and Preserve Family Harmony. Choose a date and time from the list below.
* Boxed lunch served at conclusion of presentation