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June 2023 |
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5 Life Events That Should Prompt an Updated Estate Plan |
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Working with an estate planner provides the chance to create a comprehensive plan that addresses your needs at that point in time. It may be the case that your plan continues to serve your needs for years to come, but it’s far more likely that shifting laws, family dynamics, and your personal goals for your estate may shift. Talking to an estate planning lawyer ensures that your plan aligns with your new needs. |
Communicating Your Plan: What Heirs Need to Know About Your Estate |
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If you become incapacitated or pass away suddenly, this can be very challenging for loved ones. Many people are legitimately concerned about sharing too much detail with their family members about end-of-life plans, but the truth is that some communication over important issues can minimize their stress during difficult times. Here are some things to consider sharing with your family members about your estate plan. |
Upcoming Seminars |
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ONLINE SEMINARS
Estate and Trust PlanningSaturday, July 15 10:00 am - 11:00 am This easy to understand, one hour seminar will help you to learn how to protect your family and wealth.
3 Reasons to Invest in a Senior Asset Protection TrustSaturday, July 15 11:30 am - 12:00 pm Learn how this Trust will protect your lifetime savings. IN-PERSON SEMINARS
5 Strategies to Protect Senior Savings from Medical CostsThursday, July 27 2:00 pm - 3:00 pm Should you have difficulty registering, please contact us at |
Yahne's Personal and Professional Corner |
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