Ben Franklin once said, “but in the world nothing can be said to be certain except death and taxes.” We know both will happen, and yet we only talk about taxes. Planning for what will happen after you die can be very difficult, but it is necessary if you want to protect your interests and your loved ones. Great intentions can go awry too quickly without proper planning. This presentation will walk through the necessary steps to plan for your estate.
In this informative workshop, we will give you information on what you can do today to be fully prepared for when (not “if”) you pass into death. You’ll learn about:
- Money scripts around estate planning that cause more harm than good.
- Questions you need to ask before drafting your will.
- Why your will may not be the actual way your estate is distributed.
- The six items you must have in your Master File.