Is Your Will Enough?
Tue, Nov 11
|Sage Rutty & Company
A will is a vital component of any estate plan—but is it enough to ensure your wishes are carried out as you intend? In this seminar, we’ll cover what a will can and cannot accomplish, how trusts work, and the probate process—plus strategies to help you avoid it.
Time & Location
Nov 11, 2025, 12:00 PM – 1:00 PM
Sage Rutty & Company, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
A will is an essential part of an estate plan, but it may not address every aspect of ensuring your wishes are carried out as intended. Understanding what a will does—and what it cannot do—is a critical step in protecting your assets and providing clarity for your loved ones.
In this educational seminar, Financial Advisor Douglas Parker, CFP®, will explain the role of a will within a broader estate plan and outline how tools such as trusts, joint ownership, and beneficiary designations work together. We will also review the probate process, including what it involves, why it exists, and potential considerations for those who wish to minimize its impact.
The session is designed to help you gain a clearer understanding of the different components of estate planning and how they may apply to your personal situation. By the end, you’ll be equipped with knowledge that can support informed conversations with…