This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
Dear Friends,
If estate planning has been on your To-Do list, or if you have just wanted to learn more about the purposes and benefits of estate planning, we would like to invite you to join us for a live online webinar.
We have always provided educational events for people who are seeking knowledge about estate planning. We now have the unique opportunity to continue offering our educational events online, and you have the unique opportunity to pursue an item on your To-Do list while safely at home.
When: April 27 at 10:30 am
Where: Zoom - live webinar
Please use this link: CLICK HERE
Or copy and Paste: https://zoom.us/meeting/register/tJ0sc-6uqzovGNWwmK5VI7V99xqYGyj0Q3Y0
(You will immediately get a confirmation email - save it, you will need a link from that email to join the Zoom meeting at the scheduled time)
Join us to learn about :
Typical Planning Traps
5 Ways to Plan
4 Major Estate Planning Challenges
4 Keys to an Effective Estate Plan
We are very fortunate that in the current crisis, with so many difficulties and new challenges, we are able to provide the counseling and legal documents that we always have by utilizing online services. We have been conducting online meetings both individually and in group settings for a couple of years. The transition to turning all of our meetings to online rather than in-person has been very smooth.
Please use the link above to join our online meeting. Feel free to call us with any questions or to schedule an individual online meeting to discus your specific goals.
405-346-2246
Getting started
As summer winds down, families naturally start getting organized again. Calendars come back out. Routines return. People begin thinking about the months ahead rather than just the weekend in front of them.
·5 min read
Getting started
Most people who try to create their own estate plan aren’t being careless. In fact, it’s usually the opposite. They’re organized and responsible, trying to “get it done” without spending unnecessary time or money.
·6 min read
Getting started
I thought I had this handled.” And honestly, many people did. They created a will after having children. They signed a trust years ago.
·5 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
