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Wills, Trusts & Estate Planning

Licensed financial advisor Sarita Budithi will help individuals and families plan for their future, including protecting assets, assigning guardians to minors, special needs considerations, and more.

Come learn about how to plan for your future and help ensure that your final wishes may be honored and your loved ones are cared for.

Topics will include: Why create a will, how to assign guardians to children, protecting your assets from probate, special needs trusts, and more.

This program is ideal for individuals who wish to take control of their financial future, legal professionals seeking to enhance their expertise, and anyone interested in understanding the intricacies of estate management. By attending this program, attendees will gain a clear understanding of what wills and trusts are, how they differ, and when each should be used. They'll learn the key components of a valid will and the types of trusts available.

Join us virtually via Zoom here. 

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