Crafting Your Legacy with Estate Planning and Trusts

Oct 15

Crafting Your Legacy with Estate Planning and Trusts

5:30-7:30pm
Speaker: Jim Christy

Discusses the essentials of estate planning, the parties involved and the benefits of having a plan. Provides an explanation of various estate planning tools — including wills and trusts — used to create a personalized, rewarding estate plan.

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Northwest Financial Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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The Importance of High-Level and Holistic Advice

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Our approach is one of real partnership. We serve and help you identify specific needs and challenges over time. We forge a close relationship, set personal goals, then apply the focus and discipline required to pursue the things that are most important in your life.

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