Have you been wanting to get your financial affairs in order but haven't known where to start? 

Join us for a 4-week hands-on workshop series showing you step-by-step how to organize your estate documents, understand Wills, Trusts, title accounts, address insurance needs and the probate process. We'll cover POAs, legacy gifting and end-of-life planning. Workshops are designed for a small group so personal questions can be addressed. Seating is limited to 12 attendees. Contact us to sign up!