Estate Planning · 19 min
The Family Wealth Protection Workshop
Most families believe they are protected with a will or a basic estate plan. This 19-minute workshop shows why documents alone are not a plan — and how coordination truly protects your family.
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Register to watchAbout this webinar
Most families believe they’re protected with a will or basic estate plan—but without true coordination, they may face costly probate, unexpected taxes, and financial risks during life’s most critical moments. In this webinar, you’ll discover how aligning all five key areas of your financial life—estate planning, taxes, investments, income, and asset protection—can help you maintain control, protect your family, and avoid costly mistakes. Learn why documents alone aren’t enough, and how a coordinated “Life Plan” creates real peace of mind.
What you’ll learn
- Uncover hidden risks in your current plan that could cost your family thousands in taxes, probate, or long-term care expenses.
- Learn the “one big thing” that protects families—a coordinated strategy across five critical financial areas, not just documents.
- Get valuable bonus resources including a self-assessment checklist, estate planning guide, and discovery workbook to evaluate your financial security.
Your presenter
Charles Pyke is an estate planning attorney with Pyke, Presley & Associates, P.C. — Georgia's Estate Planning and Elder Law Center — which has served Atlanta-area families since 1991.