How Estate Planning & Financial Strategies Work Together

Whether you’ve already started planning for the future or you’re just beginning to think about your options, one thing’s for certain: ensuring your financial and legal plans are working together is the #1 way to protect your family from being dangerously exposed to unnecessary taxes, legal challenges, state dictates, and more!

We invite you and a family member or friend to enjoy a delicious dinner at Alexander’s Mediterranean (on us!), while discovering how pairing estate planning and financial strategies can help you preserve wealth and rest easier, year after year.

Why attend now?

• Financial Planning Integration – Starting early is critical! See how estate planning and financial planning work together to preserve and grow your wealth over time.

• Secure Your Legacy – Creating a comprehensive estate plan is the surest way to safeguard your assets and ensure that your wishes are honored when it comes to care for children and pets, as well as property and much more.

• Minimize Taxes – Discover strategies to minimize estate taxes, so your loved ones can benefit from your hard work.

• Avoid Probate – Understand how to keep your estate out of probate court and save your heirs time and stress.

• Common Mistakes – Avoid common estate planning pitfalls that could cost you and your family.

We promise a relaxing evening that will increase your peace of mind, and address many of your biggest questions.

What will you learn?

• How to reduce taxes, protect assets, and avoid probate.

• The essentials of a well-crafted estate plan, including wills, trusts, and healthcare directives.

• How financial planning integrates with your estate plan to ensure long-term security.

• Wealth transfer strategies to ensure that future generations benefit from your hard work.

• Common estate planning mistakes and how to avoid them!

Don’t miss this opportunity to gain valuable insights from two local professionals known for bringing caring from the heart, as well for their expertise in estate planning and financial advising.

Who will be speaking?

• Kristen Mackintosh, The Happy Lawyer at Mackintosh Law, PLLC

• Haley Plumley, AAMS(R), Financial Advisor at Edward Jones.

Seats are limited, so be sure to reserve your spot today!

Questions? Feel free to call/text 919-578-2147

Reserve your seat(s) today, before space runs out!

Almost Sold Out!

We are delighted to invite you to a special event that combines the pleasures of fine wine with the invaluable knowledge of estate planning. Join us for an enchanting evening that promises both taste and wisdom.

We will have 3 different featured wines with food pairings courtesy of One Hope Wine & The Happy Lawyer. You'll have the opportunity to savor the rich flavors, learn about the art of wine pairing, and discover the stories behind each bottle.

In between the tastings, we will transition into an engaging estate planning talk presented by a seasoned expert in the field. You'll gain insights into the importance of estate planning, strategies to preserve and protect your assets, and how to ensure a secure future for your loved ones. Whether you're just starting to consider estate planning or seeking to refine your existing plan, this talk will provide valuable information and guidance.

LIMITED SEATS AVAILABLE! RSVP by November 27,, 2023 using the below button OR call us at (919) 336-4219. Your future self and your loved ones will thank you for it.

SOLD OUT!

Join us for an insightful and empowering Estate Planning Lunch & Learn event!

Are you thinking about estate planning? Have questions about estate planning? Or, do you just want to learn more about estate planning? If the answer is yes, then this event is for you!

Join us for an informative and interactive complimentary lunch and learn about Estate Planning 101 .

Highlights:

•  Get answers to your basic estate planning questions

• What Happens If you Don't have a Will or Trust?

• Ways to Avoid Probate

Delicious Lunch: Enjoy a complimentary lunch.

Takeaways: Leave with valuable resources and tools to jumpstart or refine your estate planning journey. Our goal is to equip you with actionable insights that you can put into practice immediately.

Peace of Mind: By the end of this event, you'll have a clearer understanding of how to protect your legacy, minimize estate taxes, and ensure your family's financial security.

Space is limited so sign up today!

RSVP by November 13, 2023 using the below button OR call us at (919) 336-4219. Your future self and your loved ones will thank you for it.

We are delighted to invite you to a special event that combines the pleasures of fine wine with the invaluable knowledge of estate planning. Join us for an enchanting evening that promises both taste and wisdom.

We will have 3 different featured wines with food pairings courtesy of One Hope Wine & The Happy Lawyer. You'll have the opportunity to savor the rich flavors, learn about the art of wine pairing, and discover the stories behind each bottle.

In between the tastings, we will transition into an engaging estate planning talk presented by a seasoned expert in the field. You'll gain insights into the importance of estate planning, strategies to preserve and protect your assets, and how to ensure a secure future for your loved ones. Whether you're just starting to consider estate planning or seeking to refine your existing plan, this talk will provide valuable information and guidance.

LIMITED SEATS AVAILABLE! RSVP by October 23,, 2023 using the below button OR call us at (919) 336-4219. Your future self and your loved ones will thank you for it.