Proactive Today for a Peaceful Tomorrow

Estate Planning 101: A Three Step Guide to Estate Planning

Details

We are thrilled to invite you to a free webinar showing you how estate planning can help you protect your assets and save money in the long run. In this session, you’ll learn:

  • Why estate planning matters even if you aren’t a millionaire
  • The essential estate planning documents you need in place now
  • How estate planning can save you money
  • The next steps to care for your family and assets

Event Details:

Date: Thursday, August 28, 2025

Time:6:00 PM ET 

You work hard for everything you have—now it’s time to protect it.

Whether you’re just getting started or have been putting off your estate planning for years, this beginner-friendly webinar will give you the clarity and confidence to move forward.

Join experienced estate planning attorney Stephanie Himel-Nelson for a no-pressure, straightforward walkthrough of the three key steps everyone should take to create a plan that works.

What You’ll Learn:

Step 1: Execute a Will or Trust
Understand the difference between wills and trusts—and which one makes the most sense for your situation.

Step 2: Nominate Guardians
Learn how to choose and legally name guardians for your children or dependents, and why this step is crucial for families.

Step 3: Execute Powers of Attorney
Make sure someone you trust can handle medical and financial decisions if you’re ever unable to do so.


🎯 Perfect for You If:

  • You’re a parent or caregiver ready to protect your family’s future
  • You’ve been meaning to “get your affairs in order” but don’t know where to start
  • You want a clear plan that reflects your wishes—without getting lost in legal jargon
  • You care about making things easier for your loved ones

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