The Essential Documents Every Family Should Have

Join Lafayette Square for a complimentary webinar so you can finally move your estate plan from to-do to done.

The moment things start to matter (a marriage, a baby, a home, a retirement account), most people get the same quiet feeling: I think I need to do something about this.

But between busy schedules, competing priorities, and the sense that it's complicated or expensive to sort out, it stays on the list. This webinar is designed to change that, breaking down what you actually need, what it all means, and how to move forward without the overwhelm.

What We'll Cover

• What estate planning actually includes... and what most people overlook

• The essential documents every family needs: wills, powers of attorney, healthcare directives, and more

• Do you need a trust? Who it's for and when it makes sense

• Why beneficiary designations aren't enough on their own

• The current tax landscape, including what's changing and what it means for your family

• Common mistakes that leave families unprotected

• When your estate plan should be updated, and what triggers a review

About Your Host

Erin Little is a Partner and Director of Financial Planning Operations at Lafayette Square. Estate planning is something she thinks about personally, not just professionally. As a parent with a home and a financial future to protect, she's done the work herself and helps clients navigate the same questions every day.

At Lafayette Square, Erin works directly with clients to build financial plans that are practical, personalized, and built around the life they actually want, whether that's funding more travel, buying a home, or building lasting security for their family.

Erin holds a B.S. in Economics from UC Davis and a Master of Business Engineering from Steinbeis University, Berlin.

Register — It's Complimentary
July 16 | 10am PST | Live via Zoom

Can't make it live? Register anyway and we'll send you the recording.