Estate Planning Workshop

Start the year with clarity and confidence. This workshop is designed for individuals and families who want to protect their wealth, secure their legacy, and make informed decisions about the future. We will simplify the essentials of wills, trusts, taxes, and long term planning so you walk away with practical next steps tailored to your stage of life. If you are approaching retirement, already retired, or simply serious about preserving what you have built, this session is for you.