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Estate Planning Uncorked
Join Us for Our Exclusive Client Event!
As a valued client and friend, you are invited to our exclusive, limited-seating event:
Why Attend?
Your life is constantly changing, and your estate plan should reflect those changes. During this informative session, we’ll help you review critical aspects of your estate plan to ensure everything remains current and effective.
Topics Covered:
Trustees & Beneficiaries:
◆ Are your trustees still appropriate?
◆ Have circumstances changed for your beneficiaries?
◆ Is it time to appoint new successor trustees?
Life Changes:
◆ Children reaching adulthood
◆ Birth of grandchildren
◆ Marriages, divorces, or births within your family
Health Care Agents:
◆ Confidence in your current healthcare agents
Financial Changes:
◆ Significant shifts in your financial circumstances
◆ Inclusion of new assets
◆ Acquisition or sale of properties
◆ Evaluating investment strategies objectively
Trust Funding: (Special Emphasis)
◆ Ensure all intended assets are correctly titled in your trust
◆ Update beneficiary designations on retirement accounts, insurance policies, and financial accounts
◆ Confirm your investments align with your current risk tolerance and life stage
Don’t Miss Out!
If it’s been over three years since you reviewed your estate plan, or if you’re unsure about the status of your trust funding, now is the ideal time to ensure your assets are protected and your wishes are honored.
Spaces are Limited! Reserve Your Seat Today!
We look forward to seeing you at Estate Planning Uncorked!
Event Links
Website: https://go.evvnt.com/3011452-0
