Our team is committed to helping you plan for your future - and the future of those that you care most about. Better prepare yourself for the “what-ifs” by joining us as we address:

Essential estate preservation documents you should have

The purpose and role of a will

Estate taxes and annual gifting limits

How the probate process works

Advantages of naming beneficiaries on your accounts

The SECURE Act 2.0 and how it impact on retirement accounts

Long-term care planning: costs and options

Charitable giving strategies and opportunities

How Qualified Charitable Distributions (QCDs) work

Life Insurance: Creating stability for every stage of life

This workshop is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. The workshop suggests a complimentary consultation for further conversations with a financial advisor.