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

Enhanced Planning Lunch and Learn