Up coming events
Events
Wine and Wealth Protection
You won’t want to miss this event!
On January 26th, 2023 at 7:00 PM.
Join us and make protecting your family your new years resolution!
Life and Legacy Planning webinar
Keep Your Family Out of Court and Conflict
Avoiding probate is only one benefit of proper estate planning. Keeping your family out of conflict is priceless.Protecting Your Children
Make sure you’re able to choose where your children go instead of the courts or DCF.Take Charge of Your Legacy
Your legacy is so much more than the assets you pass along.
Past Events
Wine, Wills and What's next
You won’t want to miss this event!
On November 30th, 2022 at 6:30 PM, join us to learn:
- Why a will can fail your family.
- Best way to protect your and your loved ones’ assets.
- The tax laws that impact your loved ones’ inheritance.
Wine and Wills
You won’t want to miss this event!
On November 2nd, 2022 at 6:30 PM, join us for Wine and Wills to learn:
- Why cheap or DIY plans fail families.
- How you can save your family tens of thousands of dollars in court costs, fees and taxes
- How proper planning can ensure that your children remain with someone they know and trust in the event of your incapacitation or death.