Join us for a free Wine Tasting and Estate Planning Education, covering:

• Why you need an estate plan, even if you are not rich (and how it may be even more important for families of modest means).
• The 3 things your estate plan must include to keep your money out of the hands of the government ( almost certainly does not right now, even if you have worked with a lawyer).
• How often your Will or Trust need to be reviewed and updated to ensure they work and do not become a pile of expensive, and useless, paper in your desk drawer or bookshelf.
• What estate planning should cost and who pays the cost of a “too cheap” plan