No one likes to think about the unexpected, but having a clear estate plan is one of the most important steps you can take to protect your loved ones. It’s not just about assets, it’s about making sure your wishes are respected and your family is supported.
This workshop will walk you through essential estate planning topics—from creating a will to setting up medical directives and trusts. As a thank-you for attending, you’ll be given a FREE 1-hour consultation with an attorney from Creative Planning. This session will include the execution of a Power of Attorney document, giving you a solid start on your estate planning journey.
What You’ll Learn:
✅ Medical Directives: How to ensure your healthcare wishes are honored when you can’t speak for yourself
✅ Financial Power of Attorney: Why it’s essential for managing your finances if you become incapacitated
✅ Wills: How to ensure your assets go to the right people
✅ Trusts: How they work and why they’re essential for protecting your legacy
✅ Estate Taxes: Key strategies to reduce the burden on your heirs
✅ Probate Avoidance: How to simplify the transfer of assets
✅ Transfer on Death Deeds: Managing real estate for a smoother transition
PLUS Get a 1-hour consultation with an attorney at no cost.
Just for attending this workshop, you’ll have the opportunity to schedule a FREE 1-hour consultation with an attorney from Creative Planning. During this session, you’ll get hands-on help to start your estate plan, including the full execution of a Power of Attorney document to protect your financial future. This is your chance to take a proactive step without the usual cost or hassle.
Meet Your Speakers: BreAnne Watts and Daniel Sprout
This workshop is hosted by BreAnne Watts, an Estate Planning Paralegal at Creative Planning Legal. With extensive experience in drafting estate planning documents, managing client workflows, and preparing filings across multiple states, BreAnne brings practical, hands-on knowledge to help you understand the essentials of estate planning.
Daniel Sprout, an Estate Planning Attorney at Creative Planning, will also be present to answer attorney-specific questions. With over 14 years of legal experience, Daniel specializes in creating customized estate plans to protect clients’ wealth from probate, taxes, and creditors. His background in litigation adds a unique perspective on preventing potential legal issues before they arise.
Together, BreAnne and Daniel make estate planning clear, accessible, and practical, giving you the tools to protect your future with confidence.
Why This Workshop Matters:
Estate planning is often put off because it seems complicated or expensive. This session makes it simple, accessible, and affordable.
