Wine & Wills Estate Planning Workshop

Wine & Wills Estate Planning Workshop

Reserve your seat here.

Photo: Casey answering questions at a recent estate planning workshop.

Enjoy complimentary appetizers and a glass of wine while you learn:

  • What happens today if something happens to you.
  • Why you need an estate plan, even if you’re not rich (and how it may be even more important for families of modest means).
  • The 3 things your estate plan must include to keep your money out of the hands of the government 
  • How often your Will or Trust needs to be reviewed and updated to ensure they work and won’t become a pile of expensive, useless paper in your desk or bookshelf.
  • What estate planning should cost and who pays the cost of “cheap legal” plans.