Live Webinar: Client Update Meeting
June 23 | 11:00 am-12:00 pm
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. Please note: This is an educational webinar; you will not be receiving updated documents at this meeting.
To ensure your planning remains current, we urge you to attend for a discussion of legal news and insights and advanced planning strategies, where we explore sophisticated techniques for asset protection, probate avoidance, and essential tools for tax mitigation.
As a reminder, merely reviewing and completing those forms does not constitute an “update” of your estate plan. To complete your update, you must also make an appointment for an in-person consultation to sign the actual revised legal documents (e.g., revocable trust, will, power of attorney) that require updating.