ESTATE PLANNING - GET IT DONE WORKSHOP


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Protect and control your valuable assets the way you want by reviewing the concepts that put you in charge. The information acquired in this workshop will help you review your current situation and needs, and provide you with the knowledge, if required, to chat with a legal professional. Learn about how to title your assets and about wills, trusts, powers of attorney and many other important estate planning ideas.​​​​​​​

Join the Estate Planning - Get it Done Workshop:

​​​​​​​ • What Happens Without an Estate Plan

 • Why It’s Important to Title Assets the Right Way

 • The Right Estate Planning Path to Take With Blended Families

 • Can I Delegate Financial Decisions?

 • Should I Just Let My Family Inherit Assets with No Strings?

 • Are Family Verbal Wishes Legal?

 • How to Control Your Assets During and After Your Lifetime​​​​​​​