Estate planning helps bring clarity, organization, and stability to you and those you care about. In this seminar, we’ll break down the basics of estate planning and explain the essential steps you can take to help conserve your assets and make things easier for your loved ones.

Estate planning attorney Laurie Ohall will share professional insights to help you make informed choices.

We will cover: 

• What estate planning is and why it’s important
• Key documents like wills, beneficiary designations, and powers of attorney
• How probate and living trusts work
• Important conversations to have with family about your wishes

This seminar is presented by Financial Advisor, Matthew Corman CFP®

Financial Advisor, Matthew Corman CFP®
866-300-9382, option 4
matthew.corman@suncoastcreditunion.com

Laurie Ohall
Law Offices of Laurie E. Ohall P.A.

Laurie Ohall and Law Offices of Laurie E. Ohall P.A. are not affiliated with nor endorsed by LPL Financial and Suncoast Investment Services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.