Having a comprehensive estate plan can help you feel more confident about the future. It is, however, a task many of us dread and put off dealing with until later on in life. It is never too early, or too late, to start planning. Your wealth is more than the sum of your assets. It represents all that you worked for, your accomplishments, your values, and the impact you have had and can have for your family, your community, and the causes that are important to you. Your estate plan should be about more than just “leaving” your wealth to your family after death. Your plan should be driven by your goals and wishes and clearly communicate your values. It should be designed to support the life you want to lead during your lifetime while protecting the future you want for your loved ones after your death.
Join us in-person at Lau Founders Hall or on Zoom.
*Must be an OLLI member to attend this event.
