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,
The only kind of estate plan that is good enough for you and your loved ones is one that works! An estate plan that works is one that will meet your expectations and nothing less. Please join us for an online presentation to learn all about the keys to successful estate planning.
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: October 26 at 11:00 am
Where: Zoom - live webinar
Please use this link: CLICK HERE
Or copy and Paste: https://us02web.zoom.us/meeting/register/tZEuc-ivpjkjGNyEvIh-FhhyxyZWkwmhEZXA
(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
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
Trusts & wills
Here’s a story you wouldn’t believe if it weren’t true: a TV executive dies, leaving behind a multimillion-dollar estate - and a legal battle between his estranged wife and long-term partner. Properties across Europe.
·2 min read
Trusts & wills
Financial wellness is about more than building wealth - it’s about protecting what you’ve built. Too often, families assume that a simple will is enough to safeguard their future, only to discover its limitations when life throws them a…
·2 min read
Trusts & wills
When Rick and Susan drafted their estate plan 20 years ago, they felt an enormous sense of relief. They created wills, set up a trust for their kids, and designated guardianship in case anything happened to them.
·2 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.
