Your Estate Plan: Asking the Right Questions

Many people know estate planning is important but aren’t always sure where to begin or what it actually involves.

Without a clear plan in place, important decisions about your finances, healthcare, and legacy may be left unresolved or handled in ways you didn’t intend.

Estate planning isn’t just about what happens after you’re gone. It’s about maintaining control, protecting your family, and making thoughtful decisions about how your affairs are handled—both during your life and after.

In this webinar, we’ll walk through the key elements of estate planning in a clear and practical way, including:

• What estate planning actually is and why it matters
• The core documents involved and what each one does
• How estate planning helps protect you, your family, and your assets
• Common mistakes and what can go wrong without proper planning
• How to think about your next steps, whether you’re starting from scratch or reviewing an existing plan

This session is designed to help you better understand your situation, ask the right questions, and take a more intentional approach—without feeling overwhelmed or pressured.

Better planning starts with clarity.

Date: Wednesday, May 20th, 2026
Time: 4pm EST / 1pm PST