Question 1

1. Is this workshop really free? Are there any hidden costs?

Accepted Answer

Yes, this workshop is completely free. There are no fees to attend, and you will not be pressured to buy any products or services. Our goal is to provide valuable information to our community.

Question 2

2. Is this a sales pitch?

Accepted Answer

No. This is a genuinely educational workshop designed to inform you about the basics of estate planning beyond just a will. While Debbie is an expert in the field, her focus for this event is on providing a helpful, no-pressure learning environment.

Question 3

3. I already have a will. Is this still for me?

Accepted Answer

Absolutely. Many people believe a will covers everything, but there are often critical gaps in a plan. We will discuss trusts, powers of attorney, healthcare directives, and other tools that are essential for a comprehensive plan, even if you already have a will.

Question 4

4. Will I be able to create an estate plan at the workshop?

Accepted Answer

This workshop is for educational purposes. We will provide you with a checklist and the knowledge you need to get started, but we will not be creating documents during the event. Our goal is to empower you with information so you can make informed decisions.

Question 5

5. I'm not a high-net-worth individual. Is this workshop relevant to me?

Accepted Answer

Yes, estate planning is not just for the wealthy. It's about ensuring your family's security and making sure your wishes are respected, regardless of your financial situation. The principles we discuss are relevant to everyone.

Question 6

6. Do I need to bring anything with me?

Accepted Answer

Just yourself! We will provide everything you need, including a notepad, a pen, and a helpful checklist to take home. We'll also have light refreshments available for you.

Question 7

7. Can I bring my spouse or a family member?

Accepted Answer

Yes, we encourage you to attend with your spouse or partner. It’s often a topic best discussed together, and attending as a couple can help you make a plan that works for both of you.

Planning for the Black Sheep: Securing Your Legacy with Every Family

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Planning for the Black Sheep: Securing Your Legacy with Every Family

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