Tuesday, Oct 15, 2024 from 6:00pm to 8:00pm
Our workshops are fun and entertaining ways to learn! We provide you with the information to decide what is right for you. If after attending, you decide we aren't the right fit – no problem! You'll never feel any pressure from our team.
The Three Secrets to Protecting Your Legacy
Proper estate planning helps your family avoid time in court, maintain control of your assets, avoid family disputes and minimize delays and costs.
In this complementary workshop, you'll gain an understanding of the three different "secrets" of Estate Planning that you need to be aware of. What to do, and what not to do to protect your assets for your heirs and future generations.
And …. We'll answer all your questions you have at the end!
Some common questions we get around estate planning:
What is Estate Planning?
What do you mean by "The Three Secrets to Protecting Your Legacy" of Estate Planning?
What is probate court and how or why should I avoid it?
What are some of the common mistakes made in Estate Planning?
What happens if I don't have a plan?
What's the difference between a Will and a Trust?
When do I need to update an Estate Plan?
Can I do my Estate Planning myself?
Bellomo & Associates has years of first-hand experience with helping families and individuals navigate the complexities of Estate Planning. It's important to have a well-informed and well-structured plan to protect not just yourself, but your loved ones and your assets in the event of incapacity or passing.
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