I’m Not Ready Yet Series – Prepare Your Estate for the Road Ahead

Previous event details:

Please join us for a free seminar and lunch at Chandler Place!

Regardless of whether you have a will, a trust, or estate plan, understanding how ownership impacts the route your assets follow onto your loved ones is key. Ensure a smooth transfer of your estate and learn how to avoid common estate planning obstacles like probate, estate tax, and more.

In this free in-person seminar, gain insight into:

• The first three steps to prepare for your estate plan
• The differences between estate planning vehicles – wills, trusts, and beneficiary designations
• How to resolve common ownership issues so your assets pass down as you intend
• Why probate may be required and how to avoid it
• When estate tax may be owed and how to minimize or avoid it
• How a Power of Attorney and Health Care Agents can protect you from life’s unexpected turns