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ESTATE PLANNING WORKSHOPS

We provide free educational estate planning workshops to the public. These workshops are meant to introduce you to the basics of estate planning. 

Our workshops cover the following topics:

  • Wills

  • Living Trusts

  • How to plan for possible incapacity

  • Health care documents

  • Issues with HIPAA and how to handle them

  • Estate taxes

  • How to control distributions to your beneficiaries

All workshops are FREE to attend and all attendees will receive a FREE one hour telephone or Zoom initial consultation to go over their own estate planning questions and concerns!

Upcoming Events

  • Online Workshop - Hosted by Lake Oswego Library
    Online Event
    May 03, 6:00 PM – 7:30 PM PDT
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • Online Workshop - Hosted by Friendly House
    Online Event
    May 12, 2:00 PM – 3:30 PM
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • Online Workshop - Hosted by Sherwood Public Library
    Online event
    Jun 14, 6:00 PM – 7:30 PM
    Online event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • Online Workshop - Hosted by Beaverton City Library
    Online Event
    Jun 24, 6:00 PM – 7:30 PM
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!