Essential Estate Planning for a More Secure Future
Join us to discover vital estate planning strategies that help safeguard your family's future, avoid Probate Court's delays and expenses, and help ensure your assets are protected.
Click the button below to reserve your seat(s) today.
We'll Cover Essential Topics:
Discover the Right Estate Planning Tools: Explore the strengths and weaknesses of Wills versus Living Trusts, alongside the critical role of Powers of Attorney in safeguarding your future.
Navigate Probate Court with Ease: Learn strategies to help bypass unnecessary legal hurdles, saving your family time and money.
Safeguard Your Assets: Understand the pitfalls of common estate planning mistakes, including improper asset transfer and protection strategies.
Future-Proof Your Estate: Get ahead and learn how the SECURE Act impacts your estate and retirement planning.
About Your Host(s)
Kaitlyn brings a rare combination of legal training, business strategy, and a deep understanding of family dynamics to every project. Clients appreciate her ability to translate complex ideas into clear, and empowering choices. She believes estate planning is an act of kindness and a way to protect your values, not just your valuables. She's ready for your outdated plan, businesses built on handshakes, and 'it's a long story' family lore.
© 2026, Kaitlyn Ann Metscher at Sunstone Planning LLC. All rights reserved.