Will, Tax & Estate Planning Workshop

When was your Will last reviewed?

Your last will and testament is the cornerstone of your estate plan. Without it, important decisions – including gifting of assets and heirlooms, guardianship, and your executor – will be decided by existing laws, or in court. If you already have a will, remember that certain life events – the birth of a child or grandchild, your or your child’s marriage or divorce, the passing of a spouse or heir, the purchase or sale of a home or business, or an inheritance – are all reasons to revisit and update your will and estate plan. Join us to learn the importance of your Will, explore other tax saving and estate planning options, and get your questions answered.