


You own a home or other property and want to understand what happens to it when you die.
Learn how different estate planning tools may affect how property passes to the people you love and when probate may become necessary.
You have children, grandchildren, or other people you want to protect.
Learn how thoughtful planning can make your wishes clearer and help your family avoid unnecessary confusion during an already difficult time.
You already have a will or trust, or you're not sure where to begin.
Whether you have never created an estate plan or haven't reviewed yours in years, you'll learn important questions to consider when determining whether your current plan still reflects your wishes.



Yes. There is no cost to attend. Advance registration is required because seating is limited.
This workshop is designed for adults who want to better understand how to protect their family, property, and financial future. It can be especially helpful for homeowners, parents and grandparents, people approaching or enjoying retirement, and anyone who has accumulated assets they want to protect and eventually pass to others.
Yes, whenever possible. Estate and financial planning often involves decisions that affect both members of a household. When registering, simply reserve a seat for each person who plans to attend.
We’ll discuss wills, trusts, probate, powers of attorney, incapacity planning, beneficiary designations, protecting your home and other assets, and how estate and financial planning can work together. We’ll also address common mistakes that can create unnecessary complications for families.
Yes. Having estate-planning documents does not necessarily mean your plan still reflects your wishes or works with your current assets and beneficiary designations. The workshop can help you identify areas of your existing plan that may be worth reviewing.
No. You do not need to bring any documents or personal information to attend. This is an educational workshop designed to help you better understand estate planning and the questions you should be considering.
Attendees who would like additional information may have an opportunity to request a separate consultation with the appropriate professional after the seminar.
Not necessarily. This is one of the most common estate-planning misconceptions. We’ll explain how probate works, which assets may be subject to probate, and planning strategies that may help simplify the transfer of property.
No. The purpose of the workshop is to provide useful educational information so you can better understand your options. If you decide afterward that you would like individualized assistance, you may request a separate appointment with the appropriate professional.
The seminar is approximately 60 minutes. Because your individual circumstances and planning goals are important, we do not provide personalized advice during the group seminar. Instead, attendees who have questions about their specific situation will have an opportunity to schedule a private meeting with us, where we can give their questions and concerns the individual attention they deserve.
DISCLAIMER: This seminar is an independent educational program and is not sponsored, endorsed, or affiliated with the library or library system where the seminar is being held. The library is providing meeting space only. The use of library facilities does not constitute an endorsement of the seminar, its presenters, sponsors, services, or viewpoints. This seminar is provided for general educational and informational purposes only and is not intended to provide legal, tax, financial, or investment advice to any individual. Attendance at the seminar, registration for the seminar, or submission of information through this website does not create an attorney-client relationship or other professional relationship. No attorney-client relationship is created unless and until the attorney and prospective client enter into a separate written engagement agreement. Estate-planning strategies, including the use of revocable living trusts, depend upon each individual's particular circumstances. Attendees should consult with appropriate legal, tax, financial, or other professional advisors regarding their individual circumstances before making estate-planning decisions.