Description
Lunch & Learn Workshop
Location
Christ's Home Community Center
Date & Time
May 28, 2026 | 12:00 pm - 1:00 pm
Thinking about the future - especially what happens when you’re no longer here - can feel overwhelming. But with the right support and clear guidance, you can take meaningful steps to protect both your loved ones and your finances.
During this workshop, you will learn:
- The difference between wills and trusts
- What happens if you become incapacitated without a plan
- Why updating your documents after a major life event is crucial
- How to protect your savings and your legacy from unexpected costs
- What you can do to avoid probate the right way and keep your affairs private
- How to incorporate charitable giving into your long-term plans and legacy
- The step-by-step process we use to help families feel confident and secure
Workshop led by Peter J. Gilbert, Esq. | Highpoint Law Office, Chalfont, PA
