• Lunch & Learn - Grey Oak Investments

When should a will or trust be a part of my retirement planning?

Most of us imagine only needing to think about a trust or a will when we start nearing what we feel is time to start planning the end. But as we all well know, that can come suddenly and unexpectedly in all of our lives.  Grey Oak Investments is partnering with Sims Law Firm to speak on the value of having a will and/or trusts. Come learn what you need to know to be prepared and get your questions answered about where your assets will go.