Featuring Special Guest: Mariah Street, Estate Planning Attorney, Trusts and Estates Law Group

Estate planning isn’t just about documents—it’s about protecting the people you love, preserving what you’ve built, and ensuring your wishes are honored with clarity and confidence. Yet most families delay these conversations until it’s too late, leaving complexity, conflict, and unnecessary taxes in their wake.

This educational webinar brings together financial and legal perspectives to help you understand the essential principles of preserving wealth.

You’ll be guided by financial advisors Jeffery Campbell and Marcus Fryar, and joined by special guest Mariah Street, an estate planning attorney with the Trusts and Estates Law Group, who will provide legal insight into wills, trusts, probate, and critical documents.

Through clear visuals and real‑world examples, we’ll demystify estate taxes, gifting strategies, advanced planning tools, and the decisions that shape your legacy.

What Well Cover

• The core objectives of estate management during life and after death
• How estate taxes work (and how they may change)
• The essential documents every family should have
• Wills, probate, and how to avoid unnecessary delays
• Trusts—how they work, why they matter, and who they benefit
• Gifting strategies and annual exclusions
• The role of life insurance in estate planning
• Key questions to ask as you evaluate your own estate plan
• Legal insights and best practices from attorney Mariah Street

This is an educational session only—no products will be offered or sold.

Attendees will leave with a clearer understanding of their options and the confidence to take next steps.