PROTECT YOUR LOVED ONES AND PLAN YOUR ESTATE

This comprehensive estate planning preparation package includes: A review of all financial, real, business and personal assets that should be included in your estate plan; An overview of all wishes you would like to have executed when you are unable to execute them on your own; and An outline of all people and entities who will be involved in the estate plan (this is like building a family tree for the business of sorts) plus all assets, power of attorney needs, and succession / inheritance wishes. This is accomplished via the following: Initial consultation to discuss all elements of the estate plan; Follow-up consultations to review decisions and assess outcomes; and Thorough review of the documents needed to complete the estate plan with your attorney. Items you will receive: 1. Workshop:  Access to the Estate Planning Workshop with Dr Lynn Richardson and Attorney Deadra Woods Stokes.  This 90 minute Q&A is designed to answer all of your legal and practical questions;  2. Bo