TAKING STEPS TO HELP PROTECT YOUR ESTATE IS A KEY FINANCIAL CHOICE. WITH PROPER STRATEGIES, YOU MAXIMIZE YOUR OPPORTUNITIES AND HELP MANAGE STRESS AND CONFUSION FOR YOUR LOVED ONES. THIS WHITEPAPER OUTLINES CRITICAL ELEMENTS WORTH CONSIDERING WHEN CREATING YOUR OWN ESTATE STRATEGIES.

ESTATE PLANNING PNG

LIVE WEBINAR

November 16 @ 3pm

New administration, which means new rules.  Join our very own Michael Loftus and local attorney, Billy Scott, of Scott & Shuman as  they breakdown how these new rules will affect your investments and estate planning.  This is a DON'T MISS presentation.  Click below to reserve your spot today!

What's included in this FREE download:

  • Key Elements of an Estate Strategy

    • Wills​

    • Letter of Intent

    • Power of Attorney

    • Healthcare Options

    • 2nd & 3rd Marriages

    • Guardianship Designations

    • Trusts

    • What happens to your digital assets

FRONT COVER OF ESTATE PLANNING.png

FREE DOWNLOAD