Estate & Tax Planning in Retirement

Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial confidence and help you make SMART, informed choices about your estate.

Together, we’ll explore practical strategies to bring clarity to complex topics:

• Smart Moves for Couples – Learn how some couples may be able to avoid federal estate taxes with the right planning.
• Why Trusts Matter – Discover how a trust can offer greater protection and control, especially for homeowners.
• Keeping It in the Family – Make sure your loved ones stay in control of your assets—not the courts.
• Wills vs. Trusts – Understand the key differences and which option may be right for you.
• How to Avoid Probate – Get tips on how to bypass this often time-consuming and expensive legal process.

Whether you’re just starting to think about estate planning or want to refine your existing strategy, this workshop is designed with you in mind.