Estate planning isn’t just about wills and trusts—it’s about ensuring your loved ones are cared for, your wishes are honored, and your legacy is protected. Join us to learn how taking proactive steps now can bring peace of mind and financial security for you and your family, including:

• Why Estate Planning Matters: Understand the critical reasons everyone needs an estate plan, regardless of age or income level.
• Protecting Your Family: Discover how to ensure your loved ones have clear guidance during life’s most challenging times.
• Key Estate Planning Tools: Learn about wills, trusts, healthcare proxies, and powers of attorney—and how they work together.
• Avoiding Common Pitfalls: Explore real-world examples of estate planning mistakes and how to avoid them.

This workshop will provide you with practical insights to safeguard your assets, reduce legal complexities, and make your wishes clear for the future.

This program is presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor at Black Diamond Financial Solutions and instructor with The Money School, a program of the Delaware Community Reinvestment Action Council. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.

Registration is requested. Walk-ins are welcome as space allows.