Wills, Trusts, and Estates.... O' My

5160 Poplar Tent Road,Concord NC 28027

07 February, 2023

Description

Ever wonder if your "estate" is protected in the event of a tragedy? not sure what your "estate" entails? Maybe you want to be able to list a property owned by a deceased owner or better advise your clients on protecting their assets after closing. Estates, Wills, and Trusts Oh My is the class you're looking for. Candice Shepard of Shepard Law, with her pragmatic, down to earth, no judgment no shame approach to educating her business partners will dig into all these topics and answer all your questions. You'll probably laugh a little. If you shed a tear she'll shed one with you (this can be heavy stuff after all). But at the very least you'll leave with a clear understanding of how to be a valued partner to your clients and also how to protect the legacy you're currently working on creating. You don't want to miss this information. Come with all your questions, too, because Candice is great at giving you those answers and won't let you leave the room until you're comfortable you know what you need to know. As well, NC Farm Bureau Sean O'Brien of Harrisburg will be sharing valuable information to save you stress and guide you toward provision for your family. Roy Masters an estate planning specialist will be further adding to the discussion and enabling you to better guide your clients and your family to security with a planned path that meets your desires.