- Estate Planning Basics
Get Your Will, Trust and Business in Order: New Year, New Plan
Date & Time
- January 15th @ 12:00 PM (PST)
Description
- Still thinking about a will vs a trust, and somehow it’s January again? Reset season has arrived, and it’s calling out all those “I’ll get to it later” plans. In this webinar, attorney Jim Cunningham shows how estate planning, trust administration, and business planning can shift from wishful thinking to real protection for your family. You’ll learn what to tackle first, what most people miss, and how to start the year with genuine peace of mind. We’ll wrap with a live Q&A so you can get your questions answered. And if you don’t have the essential pieces in place, it’s officially time for a strategy session. Let’s make this the year you follow through!