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Red, White, and Reviewed: 3 Reasons to Revisit Your Plan This Summer 

Estate planning isn’t set-it-and-forget-it. It’s a living process that should grow with your family, finances, and future goals. Whether you're taking a break this holiday or just checking in, we've got a few simple reminders to help make sure your plan still does what you need it to.

Jun 24, 2025

by Family Estate Planning Law Group

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Advisors Education Series

Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.

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Your life, your legacy – let’s plan it together

Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.

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