When it comes to protecting your family and your legacy, thoughtful estate planning is essential. Join your host Susy Thomas, CFP®, for an informative webinar where we walk through the key elements of building a strong estate plan — and how to avoid common pitfalls.
Grunden Financial Advisory is proud to welcome Donna Roberts Hernandez as our guest speaker. Donna is an estate planning attorney with more than 35 years of experience helping individuals and families protect what matters most.
During this session, we’ll cover:
- How to structure your estate to minimize taxes and maximize what you pass on
- The importance of wills, trusts, and beneficiary designations
- How to protect your assets from probate and unnecessary legal fees
- Strategies to ensure your healthcare and financial wishes are honored
- Common estate planning mistakes — and how to avoid them
Whether you’re just getting started or need to update an existing plan, this webinar will provide practical insights you can use to move forward with confidence.
Watch the full webinar now:
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