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Estate Planning, Trusts, and Wills: Protecting What Matters
Estate Planning That Empowers Your Future
At Alliance Arete Financial, a locally owned and community-focused company, we believe that financial education is one of the greatest services we can offer. That’s why we host free quarterly educational seminars on estate planning — to help individuals and families protect what matters most.
Our seminars cover vital topics including:
- Wills & Trusts
- Powers of Attorney
- What Triggers Probate — and How to Avoid It
These sessions are designed to be clear, accessible, and practical, providing you with the tools and knowledge to make informed decisions about your estate.
Why We Started These Seminars
We launched these events after seeing that even financially secure clients could face serious setbacks without a proper estate plan. Probate, incapacity, and legal confusion can lead to unnecessary delays, expenses, and stress for families. Our goal is to help you avoid these pitfalls with proactive planning.
To find out when our next seminar is scheduled, simply click on the RSVP tab. While registration is required, we encourage you to bring guests — everyone is welcome!
Peace of Mind Through Personalized Planning
When you plan with Alliance Arete Financial, you gain more than just legal documents — you gain peace of mind. Our experienced team walks you through every step to create a plan that:
- Helps avoid probate
- Protects your assets during periods of incapacity
- Honors your wishes clearly and legally
- Can be updated at any time — at no additional cost
We believe estate planning should be affordable, flexible, and free of confusion. Let us help you build a plan that protects your legacy and prepares your loved ones for the future.
