FREE EDUCATIONAL SEMINAR

Estate PlanningWill & Trust

Protect what you've built. Pass on what matters.

When 1st & 4th Tuesday
Time 7:45 PM ET / 6:45 PM CT
Format In-Person or Online
Reserve Your Free Seat

Presented by LITHOS · Insurance · Wealth · Tax · Realty

The Most Powerful Financial Growth Seminars

In a time of growing financial opportunity, many families and business owners still face confusion and costly estate-planning blind spots. This 50–60 minute seminar walks you through the seven core estate-planning documents every family needs, the new 2026 federal estate-tax landscape under OBBBA, and the difference between a will and a living trust — in plain English, with no sales pitch.

What You'll Take Away

Three Pillars of This Conversation

📜
01 · The Seven Documents

Every family needs them.

Will, revocable trust, durable POA, healthcare POA, HIPAA authorization, beneficiary designations, and letter of intent. We walk through each — what it does, who needs it, and what happens if you don't have it.

🗺️
02 · State-by-State Reality

Why where you live changes your plan.

Some states have estate or inheritance taxes; others don't. Probate rules vary dramatically. We help you understand your state's specific rules and what they mean for your family's planning decisions.

🛡️
03 · The 2026 Landscape

What OBBBA changed.

The federal estate-tax exemption is now $15M per person, permanently. We translate what the new One Big Beautiful Bill Act means for your family — and the planning windows it opens for everyone, regardless of net worth.

The Audience

Who This Seminar Is For

Lithos — Insurance, Wealth, Tax, Realty. Layered Planning, Lasting Wealth.

At Lithos, our mission is to create wealth for families. Through layered planning and a team of trusted professionals, we provide comprehensive insurance, wealth, tax, and real estate solutions that empower clients across the country to protect what matters today and build lasting legacies for tomorrow.

Reserve Your Seat

Free Admission. RSVP Required.

Limited seats. Complete the form below to reserve.

Questions

Frequently Asked Questions

Is this really free?+
Yes. There is no cost to attend, no purchase required, and no obligation. The seminar is sponsored by Lithos as part of our commitment to financial education for families across the country.
Will there be a sales pitch?+
No. This is an educational seminar. We mention at the end that complimentary 1-on-1 reviews are available for anyone interested in personalized guidance, but there is no live product pitch and no high-pressure offer. Education is the point.
What's the difference between in-person and Zoom attendance?+
Both formats cover the same content at the same scheduled time. In-person attendees get the take-home materials in print and can ask questions face-to-face; Zoom attendees receive the materials digitally by email after the event. Both formats include live Q&A.
I live outside the in-person location. Can I still attend?+
Absolutely — the Zoom format is designed exactly for that. We have attendees join from all over the country every week. Choose the Zoom option on the RSVP form and we'll email you the link.
Can I bring my spouse or family members?+
Absolutely. These topics are family conversations. Please reply to the confirmation email with the names of any guests you'd like to bring (in-person) or include on the Zoom invite.
How long is the seminar?+
Approximately 50–60 minutes including Q&A. We respect your evening — we start on time and finish on time.
What if I can't make any of these dates?+
RSVP for whichever date works best, then reply to the confirmation email if you need to reschedule. We typically run this seminar every Tuesday, so the next date is rarely more than a week away.