September 22nd, 2021
9:00 AM - 9:45 AM MT
It’s a common misconception that estate planning is only for the wealthy or elderly, but in fact, having a plan in place is hugely beneficial for a younger demographic. We’ve learned from the last 18 months that life can be unpredictable and starting your estate plan early and reviewing and updating it as you encounter life changes will set you up for a lifetime of success. Join us for a virtual coffee chat with trusts and estates attorney Courtney Kelley who will cover:
- Must-have estate planning documents;
- Estate plan considerations when you have minor children;
- Which life events should trigger a review and update of your estate planning documents; and
- Do you really need a revocable trust?
This is an interactive session and Courtney will be available to answer any of your questions.
RSVP below and receive a Starbucks gift certificate for this coffee chat.