Workshop

Many clients requested a refresher class just to go over the Design Template. During your counseling and design session at the onset of your estate planning you knew what all those boxes And lines meant- but now over time it is a blur as you look at the pages in your Red Book and another

Do you use or have  Email, Amazon, Netflix, airline mileage or hotel points accounts, online banking… ? You have Digital Assets! At your death these can be immediately shut down and no one can access them- there go your vacation photos etc. from your computers and phones.  It is a Federal offense for your trusted