A little clarity. A meaningful first step.
Start planning
with confidence.
You want to protect the people you love. Knowing where to begin can feel like the hardest part.
A free, 45-minute Zoom workshop with Carolyn Dale introducing estate planning in plain English. Explore the essentials, one clear step at a time.
- 45 minutes
- Via Zoom
- Plain English
Next date and registration to be confirmed.
What you’ll explore
Five financial resolutions.
One more confident future.
Start with the essentials
Why core estate planning documents matter, and when older documents need updating.
Connect the pieces
Using beneficiary designations to help prevent probate problems and family confusion.
Prepare for the unexpected
Planning ahead for incapacity.
Plan for your children
Naming guardians before a court needs to become involved.
Bring your family into the plan
Making sure your family understands your plan.
Learning, with something to take away
Workshop extras
Ask the firm about availability for your session.
- A free PDF workbook.
- A $100 gift certificate toward a Peace of Mind Planning Session with Carolyn Dale.
- An invitation to bring a spouse or adult child.
Plan. Protect. Relax.
Your next step starts
with a conversation.
Ask about future workshops or request a brief meeting with the firm.