Join Kelly Olczak, CFP®, Co-Founder, Managing Partner, and Private Wealth Manager, for the educational webinar "Beyond Just a Will: Comprehensive Estate Planning Essentials.”

Estate planning is more than just drafting a will; it’s about safeguarding your legacy and ensuring that your wishes are honored long after you’re gone. At LynnLeigh & Company, we understand that every client’s situation is unique, and so is their estate planning journey. Our comprehensive approach goes beyond the basics, addressing all aspects of your financial future, from asset distribution to minimizing taxes, and from protecting your loved ones to ensuring your healthcare wishes are respected.

Our workshops are designed to guide you through the complexities of estate planning with clarity and confidence. We start by helping you understand the essential documents that form the foundation of your plan, such as wills, trusts, powers of attorney, and advance healthcare directives. But we don’t stop there. We delve into advanced strategies, including charitable giving, business succession planning, and asset protection techniques that can help you preserve wealth across generations.

You’ll also learn about the importance of regularly reviewing and updating your estate plan, especially as life changes occur, such as marriage, the birth of a child, or the acquisition of significant assets. Our experts provide you with the tools and knowledge to make informed decisions, ensuring that your estate plan evolves with your needs.

Join us at LynnLeigh & Company to gain peace of mind knowing that your estate plan is not just a document, but a comprehensive strategy tailored to your unique life and legacy.