Wine & Wills

About this event

Wine & Wills Guided wine tasting and an educational discussion about Wine and Trusts at Courtyard Winery. Free Admission - MUST RSVP Wine Tasting & Estate Planning Education Covering: Why you need an Estate Plan, even if you aren't wealthy (and how it may be even more important for families of modest means). The 3 things your Estate Plan must include to keep your money out of the hands of the government. How often your Will or Trust needs to be reviewed and updated to ensure each work and doesn't become a pile of expensive and useless paper in your desk drawer or bookshelf. What Estate Planning should cost and who pays the cost of a "too cheap" plan.