As always – but especially during these uncertain times – families need to plan to provide stability for the ones they love. This program will introduce the concept of comprehensive estate planning to plan for the what-if’s in life. Those what-if’s include changes in the law, new family dynamics, updated techniques to plan, and regular reviews of the strategy. We will cover the following important topics:

• How to avoid Probate and family conflict
• The impact of new federal tax legislation
• Differences between planning with wills or trusts
• Strategies to provide asset protection to your beneficiaries
• The importance of planning for the cost of long term care

We hope you will join us for a useful discussion on how you can protect your family’s interests while building your legacy!

Light refreshments will be served.