Beyond Documents: How Real Estate Planning Protects Real Families
Advertisement
Estate planning is more than a set of documents—it’s a strategy for protecting the people you love and the legacy you’ve worked hard to build. In this seminar, trusted professionals Casey Samuels and Kevin Vitale will guide you beyond the basics, showing how a truly effective plan does more than just exist on paper.
You’ll learn how to move past the “check-the-box” approach of simply having a will, and instead create a comprehensive, integrated plan that accounts for your assets, your values, and the real-life challenges your family may face. From trusts and titling strategies to long-term care considerations and incapacity planning, this session offers a practical roadmap for building a plan that actually works when it’s needed most.
Whether you're starting from scratch or updating an outdated plan, this seminar will give you the tools and insight to ensure your estate plan isn’t just a formality—but a functional, protective structure for your family’s future.
Spaces are limited - RSVP TODAY! https://go.levitate.ai/?s=4be7Jf8kJ1&source=event
Brunch will be provided to all RSVP attendees.
You’ll learn how to move past the “check-the-box” approach of simply having a will, and instead create a comprehensive, integrated plan that accounts for your assets, your values, and the real-life challenges your family may face. From trusts and titling strategies to long-term care considerations and incapacity planning, this session offers a practical roadmap for building a plan that actually works when it’s needed most.
Whether you're starting from scratch or updating an outdated plan, this seminar will give you the tools and insight to ensure your estate plan isn’t just a formality—but a functional, protective structure for your family’s future.
Spaces are limited - RSVP TODAY! https://go.levitate.ai/?s=4be7Jf8kJ1&source=event
Brunch will be provided to all RSVP attendees.
Advertisement