*Exclusive event hosted for clients of Patrice Hoffman
You're Personally Invited: The Essentials of Estate Planning
A exclusive Opportunity – Just for Patrice Hoffman's Past Client
As your trusted Realtor, Patrice Hoffman has always been deeply committed to protecting your real estate investments—long after the keys are in your hand. Now, she's taking that commitment even further.
Patrice has teamed up with a trusted estate planning firm to bring an exclusive event only for her past clients—designed to help you secure everything you've worked so hard for. This is your opportunity to learn how to protect your assets, preserve your legacy, and ensure your loved ones are taken care of.
This is more than just a workshop—it's Patrice's personal mission to make sure you're fully protected.
Seats are extremely limited, and this opportunity is only available to Patrice’s inner circle of past clients.
Don’t let this chance pass you by.
Your legacy deserves it.
This workshop can help you to clearly define your own estate planning objectives
and goals and equip you with the knowledge and tools necessary to put your plans
into action. Upon completion, you will know how to properly protect your assets from
probate and spend down, and take advantage of little-known tax tips and strategies
that will help you achieve your goals with the least amount of taxes owed to Uncle
Sam.
- Understanding probate
- The importance of wills, living wills, health care powers of attorney
- Do you need a trust?
- How to maximize the living & death benefits of life insurance
- How to keep your estate private
- The most common estate planning traps to avoid
