Estate Planning Basics

  • This Event has passed.

Estate Planning Basics

Join us on May 20th at 10am for this month's educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell and Geoff are excited to be presenting alongside estate planning professional, Michael Biesheuvel of Puget Sound Wills and Trusts. We will review the basics of estate planning including:

  • Why you should plan
  • The four "core" estate planning documents
  • Planning for incapacity
  • And much more!
After A Death Occurs Checklist

Register here

Sign up to be notified of future events!

6 + 10 =

Additional Online Resources

Spring Document Cleaning

Spring Document Cleaning

It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.

read more

Subscribe to receive more great content monthly