Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this informative workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.

We will be serving light bites and providing your first glass of wine!

Please give yourself extra time to park in downtown plymouth!