FRIENDS & FAMILY Will and Trust Workshop

In this 90 minute workshop we will cover the general concepts within estate planning:

• What is Probate and how do we avoid it?
• What triggers a Probate in your state?
• The difference between a Last Will and Testament and a Revocable Living Trust.
• The Dangers of Joint-Tenancy
• How to protect minors or special needs family members
• How to prepare for incapacity