Financial Freedom Workshop
The Essentials of Estate Planning

Wednesday, May 24  |  6:30 - 8:30 pm  |  Room 753  |  Register

Proper estate planning is an important part of every family's financial plan. Some believe estate planning is only for the wealthy; in reality it is simply the process of deciding where, when, and how the assets entrusted to your stewardship will be distributed after your death. A well-thought-out estate plan can help you choose a guardian for your children, continue a family business, protect assets from creditors, and much more.

In this workshop we'll explore some of the many estate planning tools and strategies such as wills, trusts, power of attorney, and beneficiary designations and how to utilize them to design an estate plan for your family.