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Leaving a Legacy: Get Your Estate In Order (Webinar)

Leaving a Legacy: Get Your Estate In Order Webinar

Attorney David T. White of Simpson Law Firm is partnering with Glen Wright, CFP® and CEO of Worth Advisors, to deliver a focused, easy-to-understand webinar designed to protect your family, preserve your assets, and help you build a legacy that lasts.

This session breaks down complex legal and financial concepts into simple, practical strategies you can use immediately with no prior knowledge required.

When

Tuesday, December 2, 2025
12:00 PM EST
Live Zoom Webinar
A Zoom link will be sent to you automatically after registration.

What You’ll Learn

Walk away with the clarity and confidence you need to protect your loved ones. Topics include:

  • How to keep your estate out of probate and safeguard your family

  • Will vs. Trust: which one is right for your situation

  • Protecting your children’s inheritance, no matter their age or circumstances

  • Avoiding the most common (and costly) estate planning mistakes

  • How legal and financial planning work together to create long-term security

Who Should Attend

This webinar is perfect for individuals and families who want to:

  • Update an outdated or incomplete will or trust

  • Minimize court involvement and prevent family conflict

  • Protect children, blended families, aging parents, or special-needs loved ones

  • Understand the basics of tax planning, gifting, and inheritance

  • Ensure their plan truly reflects their wishes and values

Whether you're just beginning your estate planning journey or need a thoughtful update, this webinar will give you actionable steps to secure your family's future.

Register Here


Earlier Event: November 15
Estate Planning & Financial Wellness Brunch