FREE LIVE ESTATE PLANNING MASTERCLASS
Youโve Spent Years Building Your Life.
Now Make Sure Thereโs a Plan for What Youโve Built.
If something happened to you tomorrow, would your family know what to do, who to call, and where to find everything?
LIVE ONLINE โข OFFERED WEEKLY โข FREE
Join Dionne LaBostrie, Financial Wellness Coach, for a FREE live Estate Planning Masterclass designed to help you:
understand the steps involved in protecting your wishes
organizing your financial life
and preparing your family for the unexpected.
If you're 40 or older
You may own a home, have retirement accounts, life insurance, savings, a business, children or grandchildren and more financial responsibilities than you had 20 years ago.
Home | Retirement | Insurance | Savings | Business | Family
But here's the question
Is everything organized into a plan your family can actually understand and follow?
At 40+, Estate Planning Becomes a Different Conversation
You've spent years working, saving, buying, building and providing. Now it's time to think about what happens to everything you've built and who could step in if you couldn't manage things yourself.
During this masterclass, we'll discuss questions such as:
Who could manage your finances if you became incapacitated?
Would your family know where your important documents and accounts are?
What happens to your home when you die?
Are your beneficiaries still the people you want?
Do you need a will, a trust or both?
If you already have a trust, have you addressed the next step: trust funding?
What You'll Learn
What Happens to Your Home?
Your home may be one of the largest assets you've built. Learn why ownership, titling and your estate plan should be considered together.
Will vs. Living Trust
Understand the major differences and why simply having a will may not accomplish everything you assumed it would.
What Is Probate?
Understand the court-supervised process that may be required to settle parts of an estate after death and why planning ahead matters.
What If You're Still Alive but Can't Make Decisions?
Estate planning isn't only about death. We'll discuss incapacity planning and the roles of powers of attorney and healthcare directives.
Retirement Accounts, Insurance & Beneficiaries
Learn why beneficiary designations matter and why they should be reviewed as your life and family change.
Creating a Trust Isn't the Final Step
We'll discuss trust funding and why assets may need to be reviewed after a trust is created to determine what additional action may be appropriate.
Get Your Financial Life Organized
Learn how organizing accounts, insurance, property, beneficiaries, important contacts and final instructions can make things easier for your family.
You Should Attend If You're 40+ and...
You own a home or other property.
You have a 401(k), IRA, pension or other retirement assets.
You have life insurance or annuities.
You have children or grandchildren.
You are helping aging parents.
You own a business.
You have experienced divorce/remarriage or other family changes.
You already have a will or trust that hasn't been reviewed recently, or simply don't want your family left trying to figure everything out.
You worked hard to build it. Your family shouldn't have to guess what to do with it.
โBut I Already Have a Will or Trust.โ
That's actually a reason to attend. Estate planning isn't necessarily finished because documents were signed. Think about what may have changed since your plan was created:
Things worth reviewing
Have you purchased or sold property?
Changed jobs or retirement accounts?
Welcomed children or grandchildren?
Changed beneficiaries?
Started a business?
Moved to another state?
Experienced a marriage, divorce or death in the family?
And if you created a trust:
Were the appropriate assets actually coordinated with it?
We'll show you what questions to ask.
Your Host
Meet Dionne LaBostrie
Financial Wellness Coach
Dionne LaBostrie brings more than 30 years of experience across accounting and financial services and is passionate about helping individuals, families and business owners better understand how to build, protect and transfer wealth across generations.
Her approach is simple:
Educate โ Organize โ Implement โ Review
LaBostrie Financial
Individual & Family Financial Services
Generations BGW
Business Education โข Consulting โข Business Financial Solutions
Your Family Deserves More Than a Folder Full of Documents
They need to know what you have. Where it is. Who you've chosen. What you want. And what to do next.
That's what legacy planning is really about.
Free live estate planning masterclass
Reserve your seat for the next live session
A focused, practical session to help you protect your wishes and prepare your family with time for your questions.
Thursday
Live Online via Zoom
Approximately 30โ45 Minutes + Q&A
FREE Registration
Reserve Your Free Seat
Fill the form below, It only takes a moment. No cost, no obligation.
You'll receive your webinar access information and reminders after registration.
You've spent decades building your life. Take one evening to learn how to better organize and protect your legacy.
Your family shouldn't have to figure it out after you're gone.