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Our educational programs offer a benefit to employers and employees. A dynamic and informative class that dives into the world of wills, trusts, and estate planning. Helping your employees make informed decisions about their own assets and family structures. Knowing what options exist, planning in advance of need gives employees peace of mind, knowing they are taking care of their families proactively.
FAQ
Frequently Asked
Benefits of an estate planning class
By having an estate plan, you will provide your family with peace of mind. They won’t have to worry about what happens to your assets, including money, property, and investments. You have clearly decided what will happen with your money through a will or trust. Your family may have an easier time dealing with your unexpected death because of your decision and instructions. Moreover, proper planning can save your estate thousands in court-related expenses.
Our Classes are Complementary
We offer a complementary estate planning class to your employees. It’s an extended benefit typically offered through your EAP program.
How your employees benefit from this class
Your employees will receive a complimentary session with our firm’s Lawyer, Daniela Lungu. A discount on planning as well.
There is no pressure to purchase; our job is to educate and inform them how our services can help them.
What happens if you die without an estate plan
The state decides what will happen to your assets and distribute them among family members or your “heirs at law.” Your procrastination has taken the decision-making out of your hands, and that is not a good thing. By having an estate plan, you control the decisions and where your assets are distributed after you die. Do you really want the state to distribute some of your assets to a long-estranged sibling or relative?