Eagle Estate Services Planning Workshop

What can an Eagle Estate Services planning workshop do for your family? When you want to reduce the uncertainty that comes along with end-of-life finances, it is time to attend an estate workshop by Eagle Estate Services. 

Our team has been providing top-notch estate planning for seniors nationwide for more than 20 years. With a diverse background of experience and the answers to your most pressing estate questions, our team can help you identify your individual needs and create a plan to address them. To get started with your more comprehensive estate plan, check out our calendar to find the right Eagle Estate Services workshop near you!

An Eagle Estate Services planning workshop to suit the dynamic marketplace

Are you aware that recent tax code changes could have an impact on your financial future? Every year, new legislation and financial changes shift our perception and response to the market, requiring attention and sometimes a new direction for your estate plan. 

Instead of being left out in the cold when it comes to tax code and estate planning updates, it makes sense to attend an estate workshop by Eagle Estate Services. Our team of experts can help you understand the various tools that are available to you during the estate planning process, including steps you can take to:

  • Eliminate the burden of time and money associated with probate
  • Maintain control of your estate, even after you pass
  • Reduce income tax on Social Security and other benefits
  • Maximize the return on investment for life insurance policies
  • Build trusts that can provide benefit to your family
  • Lower tax burdens for your beneficiaries
  • Structure provisions for your long-term care
  • Avoid involuntary guardianship
  • And more

Your property, health and welfare hang in the balance if you do not resolve your estate planning issues early. Indeed, wills and other documents that are written or amended later in life may be subject to contest, perhaps because your family believed you wrote them under duress. 

Take control of your estate and increase the likelihood that your possessions will be distributed according to your preference with the help of an Eagle Estate Services planning workshop. Our team can assess your needs, put you on the right path to the future and even create a more intensive plan to work with a specific adviser if you require additional support. Do not delay — contact our experts to get started at a workshop near you.


Eagle Estate Services is a premier provider of planning solutions designed to meet the needs of an ever-changing environment.