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Wed, Oct 30


Shenandoah Lodge at Trilogy

Lake Frederick Workshop

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

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Lake Frederick Workshop
Lake Frederick Workshop

Time & Location

Oct 30, 2019, 3:30 PM

Shenandoah Lodge at Trilogy, 104 Hawthorn Ct, Lake Frederick, VA 22630

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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