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Heritage Hunt, VA Workshop

Wed, Nov 17

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Heritage Hunt

What are the differences between a will and a trust? What is probate? Who needs a trust?

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Heritage Hunt, VA Workshop
Heritage Hunt, VA Workshop

Time & Location

Nov 17, 2021, 1:00 PM

Heritage Hunt, 6901 Arthur Hills Dr, Gainesville, VA 20155

About the event

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

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