Transform your future with proven Estate Planning strategies during our seminar "The 3 Ways to Plan Ahead for the Second Half of Life"
Discover how to secure your legacy and protect your family’s future.
Major Challenges
Many families face confusion and uncertainty regarding estate planning, which can lead to unintended consequences.
Misunderstandings about wills, trusts, and probate can result in costly legal battles and asset loss.
Without proper planning, you may not have control over medical decisions and asset distribution.
Failing to plan can lead to significant tax burdens for your heirs.
Here are 3 reasons why you should attend
1. PROTECT YOUR LEGACY
Learn how to safeguard your assets and ensure your wishes are fulfilled through strategic estate planning.
2. AVOID LEGAL PITFALLS
Discover ways to minimize legal complications and costs associated with probate and estate distribution.
3. GAIN PEACE OF MIND
Get expert guidance on creating a comprehensive plan that provides security for your family and peace of mind for you.
Join us for a free educational workshop focused on estate planning, where you will master estate planning strategies and learn how to potentially preserve more of your wealth for your heirs.
Cary Senior Center
120 Maury Odell Pl
Cary, NC 27513
LIMITED SPOTS ARE AVAILABLE
Tuesday, October 14
6:30 PM
Ready to take the next steps? Click "Get Started" to schedule a call with one of our Client Welcome Specialists who will set you up with a free consultation with the attorney on our team best suited to meet your specific needs.
Session Topics
ESTATE PLANNING ESSENTIALS
Understand the foundational tools of estate planning, including wills, trusts, and powers of attorney.
PROBATE AVOIDANCE
Learn strategies to bypass the probate process, saving time and money.
ASSET PROTECTION
Discover methods to protect your assets from creditors and ensure they benefit your chosen heirs.
TAX EFFICIENCY
Explore tax-saving strategies that can help preserve your estate’s value.
LONG-TERM CARE PLANNING
Plan for potential long-term care needs without depleting your estate.
Kendall Vardon
She brings a thoughtful, client-focused approach to her work and values being a dependable resource, whether she is assisting clients through important decisions or supporting her teammates behind the scenes.
Her passion for estate planning began after caring for her late grandmother, who lived with Alzheimer’s disease. That experience deeply shaped her perspective and sparked a desire to help other families feel supported, prepared, and at peace during life’s most difficult moments.
Since 2021, she has been honored to walk alongside clients in the estate planning process, offering both guidance and encouragement.