Whether you’re young and single, married, have children, or are looking forward to retirement, everyone needs a basic estate plan. In every stage of life, there is a need for documents to protect you and your loved ones in case the unexpected should happen. From basic estate plans to complicated trusts, it all starts with understanding what you need and why.
Join us as we share our insights on:
- Wills: the cornerstone of your estate plan
- Key documents everyone needs
- When a trust should be considered
- Real-life scenarios you can learn from
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The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such. Consult with a professional adviser for advice specific to your situation.