Peace of Mind Starts with a Plan  

Are you beginning to consider your estate plan? Do you want to better understand what goes into estate planning? Whether you're young and just starting out or are well into your retirement years, estate planning is essential for protecting your loved ones and ensuring your assets are distributed according to your wishes.

The Basics of Wills and Trusts is a free, online event designed for anyone who wants to understand the basics of estate planning, including wills, trusts, and other important documents. Join estate planning attorney Kristy Hoad who will guide you through the process of planning your legacy.

During this event, you'll learn about:

• The importance of estate planning
• The different types of estate planning documents
• How to protect your assets and ensure they are distributed according to your wishes;
• Strategies for minimizing taxes and reducing estate administration costs;
• The role of wills, trusts, and other estate planning tools in achieving your goals;
• How estate planning can protect your children's inheritance from creditors and divorce; and
• Tips for avoiding common estate planning mistakes that can jeopardize your plans.

Estate planning is an essential part of ensuring your loved ones are well taken care of when the time comes. Whether you're just beginning to consider your estate plan or looking to make updates to an existing one, this event is for you.

Join Kristy Hoad, estate planning attorney, at this free, online event where she will guide you through the intricacies of estate planning, including wills, trusts, powers of attorney, and more. You'll gain valuable insights into how to make the right choices for your family's future and financial well-being.

Key Topics Covered:

• The Importance of Estate Planning
• Planning for Your Children, No Matter How Old They Are
• Wills vs. Trusts: Which is Right for You?
• Minimizing Tax Implications
• Protecting Your Assets and Heirs
• Legacy Planning

Whether you're young or seasoned, estate planning is a critical aspect of financial security and family well-being.

Don't miss this chance to take control of your future and protect your loved ones. Reserve your spot today and invest in the peace of mind that comes with proper estate planning.

Estate planning is about more than simply deciding who receives your assets. Join us for Beyond Wills: The Benefits of a Trust, an online event exploring how trusts can provide greater flexibility, privacy, and control in your estate plan.

We'll start with the basics on wills, and cover other estate planning documents like Powers of Attorney and Healthcare Directives. Then we'll dive into trusts. We’ll discuss how trusts work, when they may be beneficial, and how they can help with asset management, avoiding probate, protecting loved ones, and planning for the future.

Whether you’re just beginning to think about estate planning or looking to strengthen an existing plan, this session will provide practical insights to help you make informed decisions.

Discover what a trust can do for you—and why it may be an important part of your estate plan.

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Timothy J. Duffy, Financial Advisor at Raymond James, at this FREE, in-person event at Viscon Cellars.

We will discuss essential considerations for estate and financial planning. You'll learn how comprehensive planning will enable you to have confidence knowing that you have a plan for your family and your future.

We will discuss:

• What does your family need if you aren’t here to care for them;
• What happens if you don't make an estate plan;
• What to consider when creating your Will;
• How to protect your money, even after you’re gone;
• Guardian nomination for minor children;
• The importance of incapacity planning;
• How wise and thoughtful planning can protect your adult children;
• The benefits of trust planning; and
• How you can get your estate planning done virtually from the comfort of home.