Guidance Today for a Legacy Tomorrow

The spiritual journey is as much about securing our future in the afterlife as it is about cherishing our time here. In this spirit, we are pleased to offer Estate Planning Workshops that illuminate the bridge between responsible financial planning and our Franciscan values. These workshops offer you the opportunity to learn and ask questions from an expert and get pointed toward the right resources.

Up to 70% of Americans do not have a current estate plan.

Attending a workshop presented by a licensed estate planning attorney, bound by a code of ethics, ensures you will not be pressured by anyone to buy services you don’t need.

Why Attend?

The goal is to educate you and help families and business owners:

• Minimize tax burden,
• Protect yourself and your loved ones in the event of disability
• Protect your loved one’s inheritance from divorce and lawsuits
• Avoid unnecessary delays and complications
• Leave a lasting legacy
• Gain insights from industry professionals who will provide essential advice and strategies tailored to your needs.
• Safeguard your family’s future, ensuring they are cared for in accordance with your wishes.

What We Cover:

• Getting Started
• Fundamentals of Estate Planning
• Crafting a will and living trust
• Health care directives and power of attorney
• Charitable giving and its spiritual significance
• Tax implications and benefits of various estate options

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Ho bisogno di aiuto? Contattaci al (812) 923-5250,
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