Client Refresher and General Review of Estate Plan
*Client Only Event*
The end of the year is an appropriate time to review your estate planning. We invite you to come to our offices for a "client refresher" and general review. We will cover:
The importance of having an up-to-date Estate Plan
The structure and operation of your Revocable Living Trust or Will
Funding your Trust and updating your Beneficiary Designations, POD ("Pay on Death") and TOD ("Transfer on Death") instructions.
Created by GarrettLawWA
2150 N. 107th St.
Seattle, WA 98133