Please join us for Wills, Wealth and Wine

SECURE YOUR LEGACY: FREE ESTATE PLANNING WORKSHOP

Presented by:

Erin L. Nunes Esq., Partner and Brendan Gallagher CFP©, CRC© from Pinnacle Investments

Why it is important to coordinate an estate plan with your overall financial plan

• Protect your loved ones: Learn how to avoid probate, minimize taxes, and ensure your wishes are followed.
• Answers to your questions: Discover the under-utilized tools for safeguarding your assets and planning for long-term care.
• Peace of mind for you: Gain the knowledge to make informed decisions about your future.

You will learn:
• A good Estate Plan begins with good foundational
documents – what those are and how they work.
• What other tools you should consider to protect your
loved ones and your assets.
• Tips to help you achieve your goals for the future, ensuring
your estate and financial plans work as you intend.
• Opportunity for Q & A.