Legacy Planning to Protect Your Family & Assets

Join our free webinar to learn the 4 essential documents every family should have - and how to avoid probate and costly mistakes.

Marc Boesener

Financial Professional

Member of the Council of Financial Educators

If You Don’t Have An Estate Plan, The Government Has One For You

  • Probate can take 12+ months and cost thousands
  • Wills alone don’t avoid court involvement
  • Most families are unprepared for a sudden incapacity

What You'll Learn In This Free Webinar

This isn’t just about having a Will – it’s about making sure your entire legacy is protected. In this free session, you’ll learn the essential pieces every estate plan should include, and how to avoid the legal and financial traps that can leave your family unprepared.

01

The 4 must-have legal documents for every estate

02

Learn why Wills do not prevent an estate from probate

03

How to avoid probate delays and costly court battles

04

Learn how a living trust prevents the government from locking up your estate in probate and charging fees.