Financial Awareness

WILL, ESTATES AND TRUSTS

Gain a clear, practical understanding of wills, trusts, and estate planning—what they are, how they differ, and how they work together. We’ll cover with Caroline Smith, WE Sponsor from LATIMER  LeVAY FYOCK LLC, how to decide what belongs in a will versus a trust, including major assets like your home or second property, and highlight unique situations people often overlook. Also, learn how changes in tax laws may affect your plan, how often documents should be updated, and the facts behind common misconceptions—such as whether wills are public while trusts remain private.

This session is ideal for anyone looking to start or update their estate plan with confidence.

Friday, April 24, 4 pm to 5:30 pm.  $35/$30