Free Community Estate Planning Workshop

Presented At
Westfield Washington Public Library

17400 Westfield Blvd, Westfield, IN 46074

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What You'll Learn

The differences between wills and trusts
How probate typically works in Indiana
Planning considerations for disability
How families commonly structure plans for privacy
General retirement and estate tax considerations

Who Should Attend

Homeowners
Retirees and pre-retirees
Parents
Anyone who has not reviewed their estate plan recently

This is a community education event.

The goal is to provide clarity and understanding around common estate planning topics.

Office: 303 Congressional Blvd,

Suite 200,

Carmel, IN 46032

Phone: (317) 953-4795

Email: [email protected]

Website: NoWorryPlan.com