28 May
Protecting and Passing on Your Wealth: Estate Planning Solutions

Description

Join the Sarver Vrooman Wealth Advisors team and Emily Sullivan of Heritage Law LLP for an informative webinar designed for individuals and families seeking to protect, preserve, and pass on their wealth with confidence. Estate planning is more than just drafting a will—it’s about creating a comprehensive strategy to ensure your wishes are honored and your loved ones are cared for, now and in the future.

During this session, we’ll cover:

  • The Essentials of Estate Planning
    • Understand the key documents and steps every family should consider, including wills, trusts, and powers of attorney.
  • Strategies to Minimize Taxes and Preserve Wealth
    • Explore proven methods to reduce estate taxes and maximize what you pass on to your heirs.
  • Protecting Your Family’s Future:
    • Learn how to safeguard your assets from unforeseen circumstances and ensure your legacy endures.
  • Q&A With a Top Estate Planning Attorney, Emily Sullivan, of Heritage Law LLP:
    • Bring your questions for a live discussion.

Whether you’re reviewing your current plan or starting from scratch, this webinar will provide actionable guidance and peace of mind for your family’s future.  

Reserve your spot today and take the next step in securing your legacy!

Date and Time

Wed, May 28, 2025

5:00p - 6:00p CST

Location

This will be a Virtual Zoom Event - Details Provided After Registration

PT1H

Event Registration

Will you be able to attend this event?