Planning

Are you playing musical chairs with your family and your finances??

If you are one of the 69% of people who don’t even have a will, then you definitely are, and someone’s going to get caught without a chair — meaning conflict & court for the people you love.

Or maybe you do have a will, but you don’t know that a will alone is simply not enough to make sure your family will stay out of court and conflict if you become incapacitated or when you die. 

Join us for an evening of wine & light bites to learn what proper estate planning looks like and how it will protect who and what matters most to you. We will guide you to make sure you know what you need to have a plan that will work when your family needs it.  If you have kids, you will learn how to ensure they are taken care of by the people you want, in the way you want, no matter what. 

During this FREE class, you will discover:

• The best way to title assets to ensure that your family doesn’t get stuck in court if you become incapacitated, or when you die. 

• How to ensure that the assets you to leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy.

• Why preparing for your possible incapacity is the best gift you can give your family.

• How to pass on more than just your assets, and leave a true legacy. 

• That facing the reality of your death (and planning for it) is the path to creating a life worth living.