Imagine a relaxed evening filled with insightful information, the company of neighbors, and a delightful spread of treats, all designed to empower you with knowledge about estate planning. That’s exactly what awaits you at “Treats & Trusts,” a free educational event hosted by A Healing Place in San Jose, CA. Set for Wednesday, July 24, at 6 PM, this gathering is dedicated to unraveling the complexities of estate planning and demonstrating its importance for every family, no matter the size of your estate. Located at 841 Blossom Hill Road, Suite 112A, this event underscores the significance of having a current will or trust in place to safeguard the future of your loved ones.
The goal for the evening is simple: to ensure every attendee leaves with a clearer understanding of why estate planning is a crucial step for their peace of mind and their family’s well-being. Estate planning is often viewed through the lens of wealth, but this event will highlight its relevance for everyone, dispelling myths and encouraging proactive steps toward securing one’s wishes. Don’t miss this opportunity to gain valuable insights and answers to all your questions in a warm, welcoming environment. It’s a perfect blend of education and relaxation—a community gathering not to be missed.
At the “Treats & Trusts” event, expert speakers will demystify the critical elements of estate planning, covering essential topics such as the necessity of an estate plan regardless of your financial status, what must be included in your estate plan, and practical advice on maintaining its effectiveness over time. Recognizing that life changes and so should your estate plan, guidance will also be provided on how often to review and update your Will or Trust, ensuring it always reflects your current wishes and circumstances.
Additionally, the event promises an open and transparent discussion about the costs associated with estate planning, aiming to provide attendees with a clear understanding of what to expect and how to approach planning with confidence. Whether you’re a homebuyer, a local business owner, or just someone interested in protecting your family’s future, “Treats & Trusts” is designed to offer valuable knowledge in a comfortable, community-focused setting. Join us for an evening where community, education, and peace of mind meet over treats. RSVP now to secure your spot and take the first step towards safeguarding your family’s future.
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