Two Generations Depend on You

Are you Covered for both?

Join us for this free workshop to learn what needs to be done to ensure you are covered for both.

At this workshop you will learn:

• The “Kid Name” Trap: why putting assets into your children’s names is a mistake.

• The difference between a will and a trust.

• How to avoid the expenses and delays of probate.

• Incapacity Planning for the “what if.”

• How to avoid the most common estate planning mistakes.