A Clear Estate Plan for Your Life,
Your Family, and Your Future
A small-group seminar for individuals and families. Learn who can make financial and health-care decisions if you cannot, how your assets will pass, who would care for your children, and how to keep your family out of unnecessary probate.
Four Estate Planning Myths
That Can Leave A Family Unprepared
This seminar is for individuals and families who want a clear plan for life, family, and the future. We will discuss common assumptions that can leave a family unprepared. It covers lifetime planning, including who can make financial and health-care decisions if you cannot, as well as after-death planning, including how assets pass, who would care for minor children, and how clear instructions can make difficult times easier for the people you love.
“My spouse can automatically make decisions for me.”
During your lifetime, the right financial and health-care documents help ensure someone you choose and you trust can act if you cannot, whether that is your spouse, partner, sibling, child, or close friend. Don't assume anyone can automatically do this.
“I have a Trust or Will, I am all set.”
Having the documents is only the first step. Do you know whether your accounts, home, life insurance, and retirement benefits actually work with your plan, or whether they could pass another way?
“My family will know who should care for my children.”
Parents should name guardians and decide who will manage an inheritance for minor children. You want to make this choice and not risk that a court ends up making the decision for you.
“My loved ones will know what to do and who gets what.”
Clear instructions and an organized plan can reduce confusion and make a difficult time more manageable. After death, ownership, beneficiary designations, and your estate-plan documents work together to determine how assets pass. You might know what you want to happen but it's important to make sure that it legally can happen.
Is This Seminar for You?
This seminar is for individuals and families who want to understand what a complete estate plan should address, whether they have no plan at all, a basic will, or an existing trust.
It may be especially helpful if:
- You have not yet created an estate plan or named guardians for minor children.
- You have a will or trust but are unsure whether your accounts and beneficiary designations work with it.
- You own a home, a family cottage, investment accounts, or a business.
- You want to choose who can make financial or health-care decisions if you cannot.
- You want to keep your family out of unnecessary probate and public court proceedings.
- You want to decide who receives your assets, when they receive them, and who should manage them.
- You paid for estate-planning documents in the past but are unsure whether the plan was ever completed or is current.
An Educational Seminar for Thoughtful Planning
This small-group seminar is designed to provide practical information in a comfortable, no-pressure setting. There is no obligation. Attendees will leave with a clearer understanding of the questions their own estate plan should address.
Seminar attendees who would like to discuss their personal situation may schedule a complimentary 30-minute estate-planning consultation following the seminar.
Reserve Your Spot →Kelly Braun
Estate Planning Attorney
Kelly Braun is an experienced estate-planning attorney who helps individuals and families put clear, practical plans in place. Her focus is helping clients put their wishes in writing, make informed decisions, reduce unnecessary court involvement during life and after death, and give the people they love greater clarity during difficult times.
In this seminar, Kelly will explain key estate-planning concepts, common misconceptions, and the questions every family should be able to answer. Whether you are starting from scratch or reviewing an existing plan, this is a practical place to begin.
Reserve My Seat →
An Unhurried, Adult Room. Not a Sales Floor.
45 to 60 Minutes of Substance
A focused session with room for real questions. We respect your time and finish on schedule.
Come With Questions. Leave With Clarity.
Come with questions and leave with a clearer picture of what your estate actually needs. The room is small, the language is plain, and there is time for real answers.
Bring Your Spouse or Partner
Estate planning touches both of you. Being in the same room for the same conversation puts you on the same page from the start.
Questions People Ask Before Reserving
Is this really complimentary?
Yes. There is no cost to attend and no obligation to work with the firm afterward. An educated community makes better decisions for their families, and this workshop reflects that.
Do I need to bring any documents?
No documents required. If you already have a will or trust and want the general picture in mind while you listen, bring it. You will not be asked to share anything private in the room.
Should my spouse attend too?
Yes, if possible. Estate planning affects both spouses and the plan works best when both people hear the same material at the same time. If your spouse cannot attend, come anyway. You can reserve a private planning session for the two of you afterward if it makes sense.
What if my situation is complicated (multi-state property, a business, a blended family)?
That is exactly who this workshop is built for. The material assumes real assets, real property (often more than one), and real family complexity. Multi-state estates, business owners, blended families, and estates near a state or federal tax line are all specifically addressed.
Is a private planning session included?
Not automatically. If, after the workshop, you want a private planning session to review your specific situation, one can be scheduled. That decision is entirely yours and there is nothing sold or signed in the room.
© 2026, Kelly Braun at The Law Office of Kelly T. Braun, PLLC. All rights reserved.