Wills, Trusts & Probate - What Every Family Needs to Know

❗PLEASE NOTE THIS EVENT HAS MOVED TO THE ROSEMOUNT COMMUNITY CENTER❗

At this session, you’ll learn how to protect your assets, provide for your loved ones, and navigate important decisions like wills, trusts, and avoiding probate.

• Know the advantages and disadvantages of wills, trusts, and probate.
• Understand the probate process—and discover strategies to bypass it entirely!
• Know the risks of naming your children as joint owners of your assets.
• Plan for life’s curveballs and protect your privacy, wishes, and assets if you become incapacitated
• Help provide for a smooth, conflict-free transition of your estate so that your children will continue to get along.
• Protect your children’s inheritance if your surviving spouse remarries or is in a blended family.
• Safeguard your children’s inheritance from future divorces, legal claims, and other potential risks.
• Ensure children or grandchildren with special needs are provided for without jeopardizing any public benefits they’re entitled to.

We look forward to seeing you!