Come enjoy some wine and hear how to prepare for your future needs while preserving your assets and minimizing your risks, expenses and taxes At this educational seminar, you will learn the basics of Estate Planning including: • The importance of quality foundational documents (i.e., Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations, Wills) • […]

AT THIS EDUCATIONAL SEMINAR, YOU WILL LEARN THE BASICS OF ESTATE PLANNING INCLUDING: • The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) • How to determine who to designate for making medical, legal and financial decisions on your behalf • Strategic solutions to protect your earnings and assets […]