Free Estate Planning Seminar | Lucca Taylor PA

Protect What You’ve Built. Make Things Easier for the People You Love.

Most people know they should have an estate plan. Many just haven’t gotten around to creating one yet.

Others already have a will, trust, power of attorney, or other documents — but aren’t sure whether their plan is complete, up to date, or will actually work the way they expect.

If either sounds familiar, this seminar is for you.

Join O’BRIEN LEGAL for one of our Saturday morning estate planning seminars, offered once or twice each month from 9:00 AM to 10:30 AM, and enjoy a complimentary breakfast while learning how to better protect yourself, your family, and everything you’ve worked so hard to build.

In just 90 minutes, Attorney Corey O’Brien will explain the fundamentals of estate planning in plain English — without confusing legal jargon — including the options available to Pennsylvania families and the mistakes that can create unnecessary expense, delay, and stress later.

You’ll learn:

• What an estate plan should include — and why having a will alone may not be enough
• The difference between a will and a trust, and how each works
• What can happen if you die without an estate plan
• Who will make financial and medical decisions for you if you become unable to make them yourself
• How proper planning can help protect your family from probate delays, unnecessary expenses, and confusion
• Strategies that may help protect assets from nursing home and long-term-care costs
• How to protect an inheritance from a child’s divorce, creditors, lawsuits, or poor financial decisions
• Ways to help keep assets inside your family and bloodline
• How beneficiary designations, jointly owned property, and account titling can affect your overall plan
• Common estate planning mistakes we see families make — and how to avoid them
• How to determine whether an existing estate plan should be reviewed or updated

Whether you are starting from scratch or already have an estate plan in place, you’ll leave with a much clearer understanding of what you have, what you may need, and what questions you should be asking.

This is a relaxed, educational Saturday morning presentation. There is no obligation, nothing to prepare, and no pressure — just practical information to help you make more informed decisions for yourself and your family.

Married? We strongly encourage both spouses to attend, because many estate planning decisions affect both of you.

And yes — breakfast is on us.

Saturday | 9:00 AM – 10:30 AM

Offered once or twice each month

Start your weekend with breakfast, useful information, and a clearer understanding of how to protect yourself, your family, and your legacy.

Seating is limited. Register online or call (570) 661-3715 to reserve your spot.