Description:
Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. This informative presentation demystifies the often complex world of probate, trusts, and legacy planning. Whether you're creating your first estate plan or updating an existing one, you'll gain valuable insights into how to navigate the legal and financial processes that come with passing on your assets.
Topics covered include:
- The probate process: what it is, how it works, and how to avoid common pitfalls
- Different types of trusts and when to use them
- Strategies for preserving wealth and minimizing taxes.
- The importance of communication and documentation in legacy planning
Designed for individuals, families, and professionals alike, this session will empower you with the knowledge and tools needed to make informed decisions, protect your legacy, and bring peace of mind for the future.
Event Details:
Date: May 15
Time: 6:00 - 7:30 pm
Location: 890 Main St suite 5101 Park City Utah
Don't miss this opportunity to learn from experts in the field and get your questions answered. Reserve your spot today!
Charcuterie, wine & NA beverages will be provided.
