Estate Plan and Protect: why you need more than a Will

Lucy Percy is the founder and principal lawyer of law firm Head and Heart Estate Planning. She will discuss in this session: 1. What is an Estate Plan – documents before and after death, to control assets inside and outside your estate 2. Testamentary Trusts – the bloodline wealth transfer tool 3. The secret sauce to supercharge your Enduring Power of Attorney Lucy’s passion is in creating legal strategies and documents that will create a loving and secure future for your family, now and after you’re gone.  Lucy’s estate plans include legal and non-legal documents that can be relied upon if you lose capacity, and for your best care at the end of life.  And that prevents conflict after you’re gone, as well as protect your wealth for intergenerational transfer to your bloodline descendants. She passionately believes that legal information and education should be affordable to all.

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