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 Speaker: Daniel Sprout

This workshop is led by Daniel Sprout, an Estate Planning Attorney at Creative Planning. With over 14 years of legal experience, Daniel specializes in helping clients create and maintain customized estate plans to protect their wealth and loved ones from probate, taxes, and creditors. His background includes significant litigation experience, giving him the insight to identify and address potential legal issues before they become disputes. Daniel’s practical, client-focused approach makes estate planning clear and manageable, so you can 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.