Whether you have never put a plan in place, or it has been many years since you did, an up-to-date estate plan gives you better control over your future. This free educational workshop will get you on your way to feeling more confident, no matter what phase of life you are in.
During the workshop we will discuss:
- The difference between revocable and irrevocable trusts and how they can work for you.
- How not having a valid Power of Attorney can lead to a mess
- The first steps to put your plan in place or update your documents.
- How transferring your home to your child may not be a good idea while you are alive
- Family challenges that can unhinge your estate plan
- Oops…(un)intentionally disinheriting a person
The following workshops are casual, informative, and interactive. Register by filling out the form below or call our office at 215-997-9773.
Upcoming Workshops
Love Them Enough Not To Leave A Mess
Wednesday, October 16th 2024 at 1:00 p.m.
Location: 200 Highpoint Drive, Suite 211, Chalfont, PA 18914
To attend the workshop, fill out the form below to register:
“Excellent Workshop!” – John and Anne D.
“Very clear, easy-to-understand presentation. Made the topics relevant to our situation.” – Jenny B.
“I came here with my dad to help him understand what is available for his situation. I’ve also learned what my husband and I should be doing now to protect our assets.” – D.G. & R.K.
“Very comfortable setting and no ‘push.’ Open for questions.” – Tracey S.
