Lakes Free is excited to bring this popular workshop to our church!
The documents, the dynamics, the decisions—it's time to get them right. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to ensure no one inherits a mess later.
Topics include:
- Understanding the crucial differences between Wills and Trusts
- Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
- How to sidestep Probate and keep your estate matters private
- Legacy gifting and other tax strategies
- The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
- Addressing family dynamics and avoiding common communication breakdowns
Led by Attorney Andrew Dibble and Jeff Litfin, Certified Estate Planner at Generations Law Firm, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.
Mindful Estate Planning is a gift of love and order for your family and those you care about.