EVENTS

Client Update Meeting

June 20 | 11:00 am-12:00 pm
BSF&B Education Center
Free

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. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…

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Client Update Meeting

July 17 | 3:00 pm-4:00 pm
BSF&B Education Center
Free

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. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…

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In-Person Workshop: Estate Planning Essentials in Uncertain Times

July 23 | 3:00 pm-5:15 pm
BSF&B Education Center

The impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…

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Client Update Meeting

August 20 | 10:00 am-11:00 am
BSF&B Education Center
Free

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. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…

Read More

In-Person Workshop: Estate Planning Essentials in Uncertain Times

September 12 | 3:00 pm-5:15 pm
BSF&B Education Center

The impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…

Read More

Live Webinar: Client Update Meeting

September 17 | 4:30 pm-5:30 pm
ZOOM
Free

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. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…

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Live Webinar: Trustee Training Workshop

October 3 | 5:00 pm-7:00 pm
ZOOM

Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an estate…

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Client Update Meeting

October 15 | 10:00 am-11:00 am
BSF&B Education Center
Free

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. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…

Read More

In-Person Workshop: Estate Planning Essentials in Uncertain Times

November 12 | 3:00 pm-5:15 pm
BSF&B Education Center

The impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…

Read More