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Events

10 MORE WAYS Estate Plans Can Fail

Friday, September 18, 2026 at 11:30 AM

Morrisville Senior Center | 4117 Davis Drive, Morrisville, NC 27560

This class will provide an overview of essential estate planning topics and help you understand how to avoid the common pitfalls when navigating the estate planning process.  Learn even more ways that estate plans fail and how to steer clear of mistakes!  The end goal is to create more clarity, not chaos, and give you and your family peace of mind.


Preserving Family Wealth

Wednesday, October 21, 2026 at 11:00 AM

Apex Senior Center | 63 Hunter Street, Apex, NC 27502

When you create an estate plan, you are doing more than just creating documents. You are planning for a lifetime of protection, guidance and love for those you care about.  Knowing that your family will know what to do (and that they will be taken care of) provides great comfort and assurance.  Learn how you can protect your assets, your wishes and your loved ones!

There’s no better time than today.

Our goal is to make doing the right thing for yourself and your loved ones easy. We'll educate and empower you to make confident estate planning decisions and see them through with clarity and care.

SCHEDULE A 15-MINUTE INTRODUCTORY CALL

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