“Protect Your Loved Ones: Essential Estate Planning” with Deborah J. Smiley, JD, AEP®, CFP®

“Protect Your Loved Ones: Essential Estate Planning” with Deborah J. Smiley, JD, AEP®, CFP®.

Planning for the unexpected is one of the most important things you can do for your loved ones. This presentation will provide a clear and actionable overview of estate planning, addressing vital concerns such as:

• What happens if you become incapacitated, and how can you ensure your wishes are followed?
• What steps should you take to protect your family in the event of your death?
• What estate planning documents are essential, including wills, trusts, powers of attorney, and healthcare directives?

Gain the knowledge and confidence to create a plan that safeguards your loved ones and provides peace of mind.