Estate Planning Essentials: Sip & Learn

Learn the basics of estate planning & how to protect your family’s future—while enjoying a relaxed evening with wine & refreshments.

Join us for a relaxed, enjoyable evening where you’ll learn the essential steps to safeguarding your family, your assets, and your legacy. Whether you already have a will or are just beginning to think about planning for the future, this session will give you practical, clear guidance—no legal jargon, no pressure.

Sip wine, ask questions, and leave empowered with the knowledge you need to make informed decisions.

WHAT YOU’LL LEARN

✔ Why estate planning matters

✔ Wills vs. Trusts (and how to know which is right for you)

✔ Protecting children and loved ones

✔ Key documents every adult should have

✔ Avoiding probate pitfalls

✔ How to keep your plan current with life changes

WHO SHOULD ATTEND

• Adults at any stage of life
• Parents, guardians, and caregivers
• Anyone who wants peace of mind