Legacy Planning Workshop

Do you want to avoid probate?
Discover the difference between the governments plan for when you die and the one you can create. Learn what documents you need to properly protect, manage, and avoid being a burden to your loved ones.
Are your beneficiary statements correct on all your assets?
Learn how to properly assign and align your beneficiary statements on everything from life insurance to assets and titled property... remember tax follows title!
Have you recently completed an assessment of the protections you have in place for your estate?
Discover what gaps you may have in your current plan and how to avoid them. Assess how you would like your legacy to be protected from things like catastrophic health events and more.
If you own property and do not have a revocable trust, this workshop is for you. If you have more than 100K in assets, this workshop is for you. If you want to put your estate in order and craft your legacy, this workshop is for you.

Also check out other Workshops in Coeur d Alene, Health & Wellness events in Coeur d Alene.