The Importance of Estate Planning

Many people spend more time planning their vacations than planning their estates. This is probably because the vacation will happen sooner and because it’s much more fun to plan. However, estate planning is much more important but requires more time and effort. Without a comprehensive estate plan, a significant part of the work you’ve done throughout your life, both at your job and with your investments, can be lost or given to unintended beneficiaries.

The Estate Planning & Legacy Series is a positive vibe educational workshop helping individuals and families plan out their legacy using wishes & laws at their disposable. Here is what to expect:

  • How to prevent wealth from going to unintended beneficiaries
  • Placement of protection for families with young children (Still don’t have a will?)
  • Sparing your heirs from a big tax bite
  • Eliminate family messes when you’re gone


If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan. Without one, your heirs could face huge tax burdens and the courts could designate how your assets are divided, or even who gets your children.

For more information please contact your Zagari, Simpson Advisor or Susan Cornes at 514-419-5399 or by email