Latest Past Events

Do I Really Need a Trust—or Is a Will Enough?

Caro Office 1205 E. Caro Road, Caro

Do you really need a Trust, or is a Will enough? This workshop breaks down the differences so you can understand your options and make the right decision for your situation.

Revocable or Irrevocable Trust—Which One and Why?

Caro Office 1205 E. Caro Road, Caro

Not all Trusts work the same way. This workshop explains the differences between Revocable and Irrevocable Trusts so you can better understand your options and choose what fits your goals.

What Happens When a Spouse Dies Without Planning?

Caro Office 1205 E. Caro Road, Caro

When a spouse passes away without a plan, surviving family members are often left navigating difficult decisions and unexpected complications. This workshop helps you understand what happens—and how to plan ahead to make things easier for your loved ones.