ESTATE PLANNING SEMINAR

Register by February. 26, 2025:  Sign Up Here

Estate Planning Basics:  Planning for LIFE… not just for death.

When estate planning is mentioned, most people immediately think if death and wills.  Solid estate planning also includes powers of attorney and other “life” documents that are important tools to help with important lifetime issues, in addition to making sure that final wishes are carried out through wills and trusts.

Estate plan documents can have a direct impact on real estate transactions and are important to keep current after any life change – including the purchase or sale of real estate, marriage or divorce, and the birth or loss of loved ones.  Join us for a comprehensive discussion of the specifics –  and the life and death benefits – of the important documents involved in estate planning.

My husband and I just put our home in a trust and also revisited our will and our medical directives. It was so valuable and so I wanted to share this information with others.  Please reach out should you have any questions or need assistance signing up for this event.

Julie Bowman – 703-434-9027