— FREE ESTATE PLANNING EVENT —
Estate Planning 101
September 30, 2025 | 6:30 PM
Online Webinar
— FREE ESTATE PLANNING EVENT —
Estate Planning 101
September 30, 2025 | 6:30 PM
Online Webinar
Register Now
Event Schedule
6:30 to 7:00 PM — Educational Presentation
7:00 to 7:15 PM — Q&A with the Team
7:15 to 7:30 PM — Closing Remarks
What You’ll Learn
- Why proactive estate planning helps protect wealth and reduce taxes
- How to avoid probate and the costs, taxes, and delays that come with it
- Ways to shield assets from lawsuits, creditors, and surprise financial hits
- Steps to pass on wealth smoothly while minimizing taxes for future generations
- Planning tips for families with beneficiaries who have special financial needs
- What really happens in probate, why it drags on, and how to skip it entirely
- How to make sure your legacy is protected and your wishes are carried out
Event Schedule
6:30 to 7:00 PM — Educational Presentation
7:00 to 7:15 PM — Q&A with the Team
7:15 to 7:30 PM — Closing Remarks
What You’ll Learn
- Why proactive estate planning helps protect wealth and reduce taxes
- How to avoid probate and the costs, taxes, and delays that come with it
- Ways to shield assets from lawsuits, creditors, and surprise financial hits
- Steps to pass on wealth smoothly while minimizing taxes for future generations
- Planning tips for families with beneficiaries who have special financial needs
- What really happens in probate, why it drags on, and how to skip it entirely
- How to make sure your legacy is protected and your wishes are carried out
Meet the Host
Shalini Codispoti
Estate Planning Attorney
As a parent, I understand that estate planning can seem overwhelming and complex. With more than 18 years of experience, I have guided hundreds of families through this essential process.
Too often families are dragged through expensive and emotionally exhausting court proceedings in the immediate aftermath of a loved-ones passing. Your family shouldn’t have to go through this while they are already grieving.
My mission is to ensure every family has the right plan in place to protect their children, assets and legacy so that their loved ones are properly cared for.
Meet the Host
Shalini Codispoti
Estate Planning Attorney
As a parent, I understand that estate planning can seem overwhelming and complex. With more than 18 years of experience, I have guided hundreds of families through this essential process.
Too often families are dragged through expensive and emotionally exhausting court proceedings in the immediate aftermath of a loved-ones passing. Your family shouldn’t have to go through this while they are already grieving.
My mission is to ensure every family has the right plan in place to protect their children, assets and legacy so that their loved ones are properly cared for.