If there is one thing you don’t want to miss, it is the Annual Family Reunion™ series. Each LifeSpan™ client needs to attend one of these classes. This program is not open to the general public, but is exclusively for our clients, their family members and their professional advisors.

 

As usual, in a classroom format we review what it takes to keep your estate plan up-to-date, both legally and practically. We’ll review our service commitments, discuss new laws (where will the estate tax exemption be by then?!) and current events that can affect estate planning, and as always, take your questions! Our LifeSpan Learning Solution™ calendar is previewed, with opportunities that should prove valuable to many clients.

Our clients' reservation forms (along with the winter newsletter) went out the week of December 12, and you need to sign up by returning your registration forms. Reservations are required and there is limited space available for each workshop, so sign up early to get your first choice of time and location.