At “Wine, Wills, and Trusts” we’ll go over:

  • The difference between a Will and a Trust, what an Estate Plan is, and why it’s important for all families to safeguard their assets — not just the wealthy

  • How to minimize estate taxes to preserve your wealth for your family

  • Temporary Guardianship and what happens to your children in the event of an accident

  • Why having just a Will is not always enough to keep your family out of probate

Complimentary wine, beer, and cocktails included!

Check out this reel from our last event: