Elements of Estate Planning

This workshop will provide a detailed overview of estate planning and is designed for individuals and families at the beginning of their planning processes. We will review the different types of estate planning, the elements included in each type of planning, how to protect your family and your assets, the associated costs of planning or not planning, and how to decide what type of planning is right for you and your family. At the end of the workshop, each participant will receive a questionnaire they can use on their own to review their priorities, obstacles, and needs for their personal estate plan.

The event will be held on the second floor conference room of the Work Station. If you have difficulty climbing stairs, please be sure to let the office know and an accommodation can be arranged.

There is a maximum of 6 attendees at this workshop to ensure that…