“Relational Estate Planning®: What It is and How It can Give You Confidence to Face the Future.”
Enjoy a Complimentary Dinner at Winchester Country Club and learn about a unique approach to estate planning that will give you and your family peace of mind about whatever the future holds. In this presentation, we will explain how we developed our Relational Estate Planning® philosophy, and how it is a more holistic and effective approach than traditional estate planning. We explore five goals that every estate plan should accomplish. We also explain the tools to make those goals happen, such as wills, trusts, estate guides and inventories, and more. This is a great introduction to estate planning for beginners, and a new view on estate planning for those who are already familiar with it.
Josh Hummer, Esq. is not affiliated with Water Street Financial or LPL Financial. The information in the presentation is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. LPL Financial and Water Street Financial do not provide tax or legal advice.
Date and Time
Wed, May 17, 2023
4:00p - 7:00p EST