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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 Cedar Mill Library
    Online Event
  • Online Workshop - Hosted by Sherwood Library
    Online Event
  • Online Workshop - Hosted by Hollywood Senior Center
    Online Event
  • Online Workshop - Hosted by Tualatin Public Library
    Online Event
  • Online Workshop - Hosted by North Plains Library
    Online Event
  • Online Workshop - Hosted by Friendly House
    Online Event
  • Online Workshop - Hosted by Oregon City Library
    Online Event