Estate Planning Essentials Live: Wills, Trusts, Probate, and Protecting Your Legacy

Are your affairs in order? Join Troy Sharpe, CFP®, CPWA®, CTS®, along with Nicole Riney CFP®, Senior Wealth Advisor and estate planning attorney Tonya Knauth, for a live educational conversation covering the basics of estate planning and legacy preparation. In this livestream, we will walk through key concepts that may help you better understand how estate planning works, what documents may matter most, and what families often overlook when trying to protect what they have built over time. Topics include: • Wills vs. living trusts • Revocable vs. irrevocable trusts • Testamentary trusts and legacy planning • Gifting strategies for children, family members, and other beneficiaries • Probate administration, common mistakes, and important provisions to consider Tonya Knauth is an experienced attorney who serves Texas families with wills and trusts, probate, and guardianship. She helps families “get their ducks in a row” with a personal, no-pressure approach. She meets with clients on their terms, provides complete information and up-front pricing, and is committed to the strictest confidentiality and fidelity. You can find her here: https://tonyaknauth.com  Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: https://click2retire.com/contact-ohfg   Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP, CPWA, Founder and CEO of Oak Harvest Financial Group with special guest appearances.   This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to bu

Added 2 May 2026