If all you have done is draft a simple WILL or establish a TRUST, your estate plan is likely NOT done.

Learn how to unlock the secrets of beneficiary designations to ensure quick, tax-smart transfers to your heirs or Trust. This practical workshop equips you to navigate asset transfers, evade common pitfalls, and help ensure all your assets blend seamlessly with your WILL or TRUST for a foolproof family legacy.

Join us to gain practical insights and hands-on strategies from our estate planning experts. You'll learn how to recognize assets at risk for probate, review and update your beneficiary designations, avoid common pitfalls that could derail your estate plan, and integrate your designations seamlessly with your WILL or TRUST for maximum impact. This workshop empowers you to take control of your legacy with confidence—and safeguard your wealth and wishes in the process.

This 90-minute workshop will include a Q&A session. Instructor is Jeff Litfin, Certified Estate Planner, Generations LAW FIRM