The Truth About Estate Planning

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Plan Today, Protect Tomorrow!

 Estate planning isn’t just about documents it’s about making sure your legacy is honored and your loved ones are cared for. Did you know that the annual gift exclusion has increased in 2025? This creates new opportunities to maximize your plan.

Join us on October 22nd for a valuable workshop where we’ll break down essential estate planning strategies, explore federal estate and gift tax updates, and help you take confident steps toward securing your future.

Let’s make your plan work smarter! See you online on the 22nd!