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ONLINE WORKSHOP (1)

Thu, Jan 28

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Virtual Workshop

Join us to learn what are the differences between a will and a trust? What is probate? Who needs a trust?

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ONLINE WORKSHOP (1)
ONLINE WORKSHOP (1)

Time & Location

Jan 28, 2021, 6:00 PM

Virtual Workshop

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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