Estate Planning 101: A Virtual Wine & Wisdom Lunch & Learn

Navigating Life's Twists and Turns with Confidence

May 23rd Webinar at 12:00 PM!

A Free Event Presented by Willow Legal Group 

Do you have an estate plan that truly fits your life? Whether you’re a busy parent, a professional, or simply someone who wants to secure their future, understanding the essentials of wills, trusts and estate planning is crucial. Join us for an enlightening afternoon where we’ll uncork some wisdom and wine together.

Life is Unpredictable – Let's Plan for It Together

Life doesn’t come with a roadmap, but that doesn’t mean we can’t prepare for the journey ahead. At Willow Legal Group, we believe in empowering you with the knowledge and tools to protect what matters most. Whether it’s safeguarding your children’s future, managing your assets, or ensuring your wishes are honored as you age or after you pass away, we’re here to guide you through.

Meet Lindsay and Megan: Your Guides to a Secure Future

As experienced estate planning attorneys (and fellow navigators of life’s complexities), we’ve witnessed the peace of mind that comes with a well-crafted estate plan. We’re here to debunk the myths and clear the fog around estate planning with straightforward, actionable advice.

 

During Our Virtual “Wine and Wills” Event, You'll Discover:

  • The Power of Preparation: Why estate planning isn’t just for the wealthy or elderly and how it’s a crucial tool for everyone, especially in uncertain times.
  • Guardianship Clarity: How to ensure your kids or grandkids are never left in limbo, and how to create the right documents to ensure they are always cared for by someone you trust if something happens.
  • Financial Foresight: Strategies to secure your financial legacy, regardless of your current bank balance, and ensure your assets support your loved ones exactly as you intend if you become incapacitated or pass away.
  • Inheritance Insights: How to avoid common pitfalls when leaving assets to minors or young adults, and ways to ensure your legacy is a blessing, not a burden.
    Special Needs, Special Plans: Tailoring your estate plan to support family members with special needs without disrupting essential benefits.

Let's Toast to Taking Control

This isn’t about scare tactics; it’s about empowerment. It’s about enjoying a relaxed, ‘virtual’ glass of wine while we navigate the essentials of estate planning together. We’re all about creating a friendly space where you can ask questions and get honest answers.

Join Us on May 23rd!

Pour your favorite glass of wine and settle in for an afternoon that promises to be as informative as it is enjoyable. We’re not just planning for the future; we’re ensuring a legacy of love, care, and wisdom. We promise to leave plenty of time to answer your questions!

Register Now!

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