The workshop will provide insights into essential estate planning documents that individuals should have in place. Participants will learn about the importance of creating a will, establishing trusts, and naming beneficiaries. Understanding these foundational documents will help ensure that participants' assets are distributed according to their wishes, minimize probate costs, and provide for their loved ones.

The workshop will delve into strategies for asset protection and preservation. Participants will learn about techniques to safeguard their wealth from potential risks such as lawsuits, creditors, and long-term care expenses. This may include exploring the use of legal structures like irrevocable trusts or limited liability companies, as well as insurance products like liability insurance or long-term care insurance.

The workshop will focus on tax considerations in estate planning. Participants will learn about estate tax thresholds, exemptions, and strategies to minimize estate taxes. They will also explore techniques for tax-efficient wealth transfer to future generations, such as gifting strategies, charitable giving, and utilizing estate planning tools like grantor retained annuity trusts (GRATs) or spousal lifetime access trusts (SLATs). Understanding these strategies can help participants preserve more of their assets and optimize the transfer of wealth.