Our last workshop will focus on the nuts and bolts of a foundational estate plan, including what the documents do, why you need a plan, and who you should put in charge as a Personal Representative, Trustee, and Agent. Through this discussion, we will illustrate how a good estate plan can fulfill your legacy goals, control what happens in the event of incapacity, efficiently transfer assets to the beneficiaries of your choosing, protect your assets, and mitigate tax consequences. Whether your goal is to benefit your children and grandchildren for generations to come, or it’s to minimize taxes to the extent possible, or it’s to support charitable causes, an estate plan can ensure your wishes are met after your passing.