Navigating life’s ever-evolving challenges makes it imperative for us to prioritize our futures and the futures of our loved ones. The recent memory of the global pandemic brought this realization to many. As life continues to present significant milestones—be it the joyous arrival of a new family member or the solemnity of a passing—it underscores the need for preparedness.

The world of estate planning serves as our relay race of life, ensuring our hard-earned legacies and deepest wishes are passed on seamlessly to the next generation. It’s not merely about transferring assets, but more about doing so thoughtfully, effectively, and with foresight.

We were privileged to facilitate a three-part virtual series on estate planning with the esteemed Attorney Leslie Vidra. For those who could not attend or want to revisit the information, here’s a summary:

1. Issues to Resolve before Calling your Lawyer (Wednesday, Feb. 9)
   • An exploration of primary considerations to make before even stepping into an attorney’s office, ensuring you are well-prepared and informed.
2. Need for Wills, Power of Attorneys, and Health Care Designations (Wednesday, March 9)
   • Unpacking the foundational pillars of estate planning, the significance of wills, power of attorneys, and health care designations to safeguard your wishes.
3. Trusts: What’s the Use? And Charitable Gift Options (Wednesday, April 13)
   • Delving deep into the realm of trusts, their utility, purpose, and potential benefits, alongside a discussion on incorporating charitable gifting in your estate plans.

Each event included a presentation followed by a Q&A session, enabling participants to engage directly with Attorney Vidra and clarify their queries.