1:1Â Estate Planning Guidance
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MONDAY, OCTOBER 12th at ISWV 10:00-2:00
Book now to reserve your 30min time slot.
For 60min please change the quantity to 2.Â
You will choose your time after booking.Â
There are only 8 time slots.
I'm a former lawyer who helps you to protect and preserve your assets so your family can a build on your legacy. Inheritance issues cause the most family conflict my service is designed to create family harmony so your heirs are left thriving not fighting.
You will get personalized support on developing your wills, trusts and estate plan so that you can pass on more.Â
What to prepare:Â
- Bring your questionsÂ
- Bring any documents you want me to review
- Bring a family memberÂ
What to expect:
- I will ask you what assets you plan to pass on and who you want them to go to.Â
- I will ask about your current family structure and any problems you anticipate. Â
- I will give you guidance on what you can do by yourself and what you will need a lawyer for.Â