September 26th | 12:00 pm – 1:15 pm CST

Are you still relying on a will-based estate plan to protect your assets? Here’s something to think about: Is your current plan really working for you, or are you leaving your loved ones to deal with unnecessary stress, costs, and delays?

Join us for Trust-Based Estate Planning, the follow-up to our popular “Estate Planning 101: Securing Your Legacy” session. In this live webinar, we’ll explore why trust-based planning is the smarter, more secure option for your family’s future. Led by experts, this session will give you an inside look at why creating a revocable trust can help you avoid probate, save time and money, and protect your assets from risks like divorce and remarriage.

Here’s what you’ll learn:
✔️ Will-Based Planning: What it covers, its limitations, and why it doesn’t avoid probate.
✔️ Trust-Based Planning: How a revocable trust gives you more control, saves money long-term, and safeguards your assets for your beneficiaries.
✔️ Choosing the Right Trustee: Learn how to pick a trustee that aligns with your family’s needs—whether it’s an individual, a professional trustee, or a trust company.