Come learn about the core essentials of estate planning and why everyone over the age of 18 needs these protective documents to prevent risks of court and conflict. We will review what probate looks like, when estate taxes are paid - and how much, the requirements of guardianship for children - not just long term but short term, as well as discuss the "incapacity documents" such as health care directives and powers of attorney. Students will learn what a Will does, what a Trust does, the significance of how assets are titled, and what to look for when working with an estate planning attorney - and we will have fun learning it all!
Erica Endyke is a certified Personal Family Lawyer who spends time with you, educating and informing you so that you design your own plan based on your own needs, desires, and wishes.
Barbie Foisy is the Client Services Director at 20West Legal and has been an integral part of the team since 2021. With a passion for helping families, Barbie guides clients through the estate planning process, ensuring they feel informed, supported, and confident every step of the way.
Known for her approachable and client-focused style, Barbie excels at building strong relationships and making the often complex process of estate planning simple and accessible. Her dedication to providing personalized service reflects 20West Legal’s mission to create meaningful connections and plans that truly protect families and their futures.
Erica Endyke , Barbie Foisy
