Estate Planning Essentials: 5 Things You Can Complete Today!

Planning for the future is essential to ensure your legacy is protected and your loved ones are cared for. Estate planning isn’t just for the wealthy—everyone can benefit from having a clear plan in place. Whether it’s creating a will, setting up trusts, or designating beneficiaries, taking these important steps now can provide peace of mind and safeguard your assets for future generations.

About the Presenters

Born in London, England, Simeon Esprit is a seasoned Planner who believes in practical advice that is easy to implement. He understands the ripple effect that good financial decisions can have in people’s lives when they are consistent.  Simeon attended the University of Pennsylvania where he met his wife, Kate. They welcomed their first child in 2024 and Simeon is a proud father to his daughter. Beyond the world of finance, Simeon is an advocate for a healthy lifestyle and pursuing creative hobbies. He actively pursues fitness goals, has a love for basketball, and self-publishing fictional books.

Eric Simning, Financial Planner. Armed with a Master's in Applied Economics, Eric has a distinct perspective shaped by his small business ventures and the positive influence Financial Planning can have on business owners. Eric treasures family vacations and traveling. As an avid basketball enthusiast, he finds joy in the game and embraces an active lifestyle through his love for cycling.