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Wills, Trusts, and Estate Plans…What Everyone Needs to Know
June 20, 2023 @ 12:00 pm - 1:00 pm
Cost: Free
Speaker: Neel Shah
Description:
Join us for an engaging seminar presented by an experienced estate planning attorney, Neel Shah with Shah Total Planning. In this informative session, you’ll learn essential estate planning concepts such as wills, trusts, power of attorney, and healthcare directives, enabling you to make informed decisions to protect your assets and ensure your wishes are fulfilled. Don’t miss this opportunity to gain valuable insights into securing your future and providing for your loved ones!
About the Speaker:
Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. He is also an experienced attorney in the fields of estate planning, business law, and tax law.
Submit questions ahead of time:
marketing@elevate-wealth.com