For Families

This workshop will teach you about essential Financial and Estate Planning documents for young families with minor children. Learn 10 spiritual-financial truisms to guide your family.

For Seniors (55+)

In this workshop, we will review essential Financial and Estate Planning documents for seniors, including, but not limited to, revocable trusts, financial and health care powers of attorney, and wills. If time permits, we will also review retirement accounts and touch on estate/gift taxes.

About Frank:

• JD/MBA - Taxation

• LLM-Taxation

• Certified Specialist Estate Planning, Trust & Probate