Think Tank

Come join us this Friday, July 24th 8:30-9:30am @ “We Build”
14330 S. Lakes Dr. Charlotte, NC 28273
Think Tank presenter: Jordann Smart, Esq
Estate Planning Basics: What You Need to Know

What happens if you don’t have a will? Do you need a trust? How can you make sure your family is protected—legally and financially—if something unexpected happens? Join us for an educational session on the essentials of estate planning. We’ll break down the basics: what estate planning is (and isn’t), how it works, the difference between wills and trusts, and the documents everyone should consider—regardless of age or income. Attendees will also have time to ask their estate planning questions.
Bio: Jordann Smart is an estate planning attorney in Charlotte, NC, who works with families and busy professionals to create clear, customized plans that protect what matters most. She’s known for making estate planning approachable and stress-free, helping her clients understand their options and take action with confidence.
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