Complimentary Estate Workshop · St. Thomas, USVI
Estate Planning,
Wills & Trusts:
Make It Make Sense
Here in the islands, we want family property to pass down for generations. An unplanned estate can tie up everything you've built in probate court and turn family into enemies. Protect your legacy while there's still time to do it on your terms.
Click Here to RSVP
What You'll Learn
- Wills vs. Living Trusts — which one keeps assets out of probate
- Planning for incapacity — who decides on your finances & healthcare if you can't
- The mistakes that send estates into court
- Strategies for avoiding probate nightmares
- Financial traps that too many families overlook
- How to make sure you — not the government — decide who gets your assets
Appetizers Included
Enjoy light bites on us
No Legal Jargon
Clear, practical solutions
For Ages 40+
Built your wealth? Protect it
About Your Host
Steve Lowe is a Certified Financial Planner, Certified Estate & Trust Specialist, Investment Advisor and Licensed Life Insurance provider. He's passionate about helping families bridge the legal and financial sides of estate planning to stay out of court and conflict in the event of incapacity or death.
Click Here to RSVPReserve your seat — seating is limited
estateshieldvillc.informationalworkshops.org/rsvp