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 impacts 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. 

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