Workshops

 

The Truth About Estate PlanningTM


This hour and a half presentation is designed to provide a general overview of Estate Planning.


Topics to be covered include:


  1. Why Most Estate Plans Don’t Work and What to Do about It!

  2. Why Most Living Trusts DON’T Even Avoid Probate!

  3. How to Avoid the Impersonal Nature of a Will or Trust

  4. How to Control When You Give Up Control

  5. How to Transfer Your Values Along with Your Valuables

  6. How to Keep Your Planning Current Throughout the Years of Personal and Legal Changes

  7. How to Select and Work With and Estate Planning Attorney

  8. Why Estate Planning is a FAMILY Project


If you'd like more information about this or any other workshop, please e-mail or call me at (586) 254-9200 or (248) 409-0256.


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