Are you and your loved ones truly protected?
Join me for a free, no-obligation Zoom session where we’ll walk through the steps every family—and especially every business owner—should be taking now, not later.
If you've ever said, “We really need to get our affairs in order,” this class is for you. Whether you're raising a family, running a business, or helping aging parents—it’s time to get real answers and a solid plan.
In this free Zoom session, we’ll cover:
The exact legal documents your family—and your parents—should have in place.
The truth about wills, trusts, and what “probate” really means.
Simple ways to protect your business, especially if you have partners.
You’ll walk away with more clarity, more confidence, and a practical checklist you can actually use. This free class is ideal for families with young or adult children, parents and grandparents who want to make things easier for loved ones, business owners looking to align personal and professional planning, and anyone responsible for someone else’s future.
If you want to connect with Kelly as a business owner or discuss estate planning, business planning, business growth and exit planning, connect with Kelly today.
Are you ready to take control of your legacy? Estate planning ensures your wishes are carried out and your loved ones are protected. Here's a simple breakdown of the essential documents everyone should consider.