08/10/2026
If something happened to you tomorrow, would your family know what to do next?
It’s a grim thought, and we all think we have more time, but the reality is no one can predict a tragedy.
Is there someone who would know how to access your phone without a face or fingerprint ID?
Does someone know how many subscriptions you have and bills that are set to auto-pay and how to cancel them?
Do you know the differences between a will and a trust and are you sure you have the right one?
Are you absolutely positive that none of your assets would go into probate, which would cost your family potentially years of time and money going through court?
If any of your family members passed away, would you even know where to find their social security number, passwords, bank account information, pet instructions, or everything else you’d need to know?
We have all heard the horror stories and never think it will be us. Until it is.
If you want to know more and get actionable tips and advice, please come to our presentation. This is not just for seniors, this is for EVERYONE. There is no obligation, it is just informational. If each person in the room learns and implements one new thing, we have done our jobs.
To learn more, RSVP, or have any questions, please text/call Sara at 331-321-1610 or email her at [email protected].