Estate Planning for Professional Women

Making Sure YOU’RE in the Pilot Seat of Your Estate Plan

Synopsis

An hour-long presentation about the importance of having an estate strategy, including what goes into a solid estate plan and solutions to ensure that you—and not a judge—determines where your hard-earned wealth goes (complete with Q&A session).

Agenda

  • Introductions
  • The State’s plan for your wealth
  • How to create your own plan instead
  • Necessary steps and documents
  • How a great estate plan works together
  • Q&A session

Upcoming Presentations

Click here for Sept. 23, 2020 | 5:30pm