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Preparing a will or trust is an opportunity to do something really great for your family. You should seize that opportunity. People spend so much time worrying about what will happen to their families if they don’t make a plan. Let’s get your estate plan off your mind for good. Join us at noon on July 15th at the Holiday Inn Express Fairhope-Point Clear for our free estate planning workshop, How to Create a Thoughtful, Organized Plan for Your Family's Future. At this event, we'll discuss the importance of thoughtfully creating an estate plan around your goals. You'll learn more about the options available, a comparison of options and why you might choose one option over another. And you'll learn common misconceptions about estate planning and well-intentioned things people do that end up causing more harm than good. Many people assume estate planning is only about writing a will. In reality, a well-structured estate plan can help: ✔ Avoid probate and minimize unnecessary legal fees ✔ Protect your assets and ensure they’re distributed according to your wishes ✔ Prevent family conflict by providing clear instructions ✔ Ensure financial and healthcare decisions are handled the way you want ✔ Provide for your loved ones in a tax-efficient way This workshop will help you understand your options and guide you toward a personalized plan that works for your specific needs and goals. What to Expect at the Workshop Engaging, easy-to-understand presentations – No confusing legal jargon! Real-life examples and case studies – See how estate planning decisions play out in different scenarios. Interactive Q&A session – Get your questions answered by an experienced estate planning professional. A free lunch – Enjoy a meal while learning valuable information. At this workshop, we’ll break down the estate planning process in easy-to-understand terms and provide real-life examples to illustrate how proper planning can make all the difference. The Importance of Thoughtful Estate Planning Estate planning isn’t just about what happens after you pass away—it’s about protecting yourself and your family during your lifetime as well. We’ll discuss: Why a one-size-fits-all approach doesn’t work The biggest mistakes people make when planning their estate How to create a plan that aligns with your unique goals and values Understanding Your Options: Wills vs. Trusts and More There’s a lot of misinformation about estate planning, and many people don’t realize the impact of choosing the wrong approach. We’ll cover: The differences between a will and a trust—and when to use each How a trust can help your family avoid probate and gain immediate access to assets The role of powers of attorney and advance healthcare directives in protecting your wishes Common Misconceptions and Costly Mistakes to Avoid Many well-intentioned decisions can backfire if not structured properly. We’ll go over: Why “simple wills” often won't accomplish your goals unless you want the bare minimum for your family Common mistakes where people don't look far enough into the future Shortcuts that can result in disaster Who Should Attend? Anyone who doesn’t have an estate plan yet – If you’ve been putting it off, this workshop will give you the knowledge and motivation to start. Anyone who already has a plan who wants to ensure their plan fits with their goals – People who attend our presentations often tells us they would have done things differently with their estate plan if they knew everything they learned at our presentation. Anyone looking for peace of mind – If you are ready to stop worrying about what will happen to your family if you don’t make a plan, this workshop is for you. Why Now? Estate planning is one of those things that many people put off—until it’s too late. But unexpected events can happen at any time, and having a solid plan in place is the best way to protect your family from unnecessary stress and financial hardship. This workshop is your opportunity to gain experienced guidance, ask questions, and take proactive steps toward securing your future.