Estate Planning Made Simple – Protect What Matters Most

“Planning is bringing the future into the present so that you can do something about it now.” — Alan Lakein

Clarity for You, Peace of Mind for Your Loved Ones

Estate planning doesn’t have to be overwhelming or reserved for the wealthy. At its heart, it’s about making sure your wishes are honored, your loved ones are protected, and life is easier for those who step in to help if you can’t.

This session will walk you through the essential documents and decisions every family should have in place. You’ll leave with a clear understanding of what’s needed and how to get started — often more quickly and simply than you think.

What You’ll Learn

• Why estate planning matters, even if you’re young or don’t consider yourself wealthy

• The core documents that make up a strong plan: will, financial power of attorney, health care directive, and beneficiary designations

• When to consider a revocable living trust — and how it can simplify things for multi‑state property or complex family situations

• How to choose the right people for key roles like executor, guardian, and health care proxy

• Practical, accessible ways to create these documents now (including free tools available to clients) and keep them current as life evolves

Present by New Jersey Financial Planning Association.

Additional Events:

Financial Planning 101 – The Big Picture
Thursday, Nov. 6, 6:30 p.m.

Estate Planning Made Simple – Protect What Matters Most
Thursday, Nov. 20, 6:30 p.m.