Estate Planning Demystified: From Wills to Trusts

Estate planning doesn’t have to be intimidating. In this engaging session, we’ll break down the essentials—from understanding the role of a will to exploring how different types of trusts can protect your assets, reduce taxes, and ensure your wishes are carried out. You’ll learn how to avoid common pitfalls, choose the right fiduciaries, and integrate your estate plan into your broader financial strategy. Whether you’re just getting started or updating an existing plan, you’ll leave with the clarity and confidence to take your next step toward protecting your legacy.