When it comes to estate planning, the traditional experience involves limited
meetings with a lawyer who just has you complete a questionnaire, prepares your
documents and sends you on your way. Brandi Planet knows —she used to be one of these lawyers.
After learning about what estate planning could be, she wanted to do more for her clients to ensure that they understood estate planning so that a plan could be made that will work for them and their families.
At this event, Brandi provides us with real-world scenarios and insight. You'll leave prepared for your future with a wealth of knowledge, including:
What is an estate and/or legacy planWho should have an estate and/or legacy planWhat can happen if you don't have a planWhere to start if you're considering an estate planBrandi is truly passionate about the practice of law and is happiest when she is crafting creative solutions for her clients. She brings her heart and soul as she guides you through your best options.
Pine Hollow Winery features hand-crafted, small batch wines by the tasting, glass, or bottle in their newly remodeled tasting room.
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