Estate Planning Best Practices

Leveraging the Tools and Expertise of Estate Guru we will cover:

How to avoid probate.

The difference between a will and a trust.

Which documents are needed to appoint someone as a power of attorney, and why it matters.

Which assets should be placed inside a trust and which can rely on beneficiaries or transfers on death.

This is a private workshop: if your organization would like to book us to facilitate this topic contact us HERE.