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Estate Planning 101: Protecting What Matters Most

Monday, April 20
4p

Do you know what would happen to your family, your home, and your hard-earned assets if something unexpected occurred? Join Steven Lundberg of Compass Estate and Tax Planning for a clear, practical overview of estate planning fundamentals, including wills, trusts, probate, and the most common (and costly) mistakes people make. This presentation will help you understand what a solid plan looks like, how probate works in North Carolina, and simple steps you can take to protect your loved ones and leave a lasting legacy. Whether you have a plan in place or are just getting started, this session will equip you with knowledge you can use.