Do you have a will? Or need a will? When was the last time you reviewed it? Have you been putting off revisiting other critical estate documents like trusts, health directives or power of attorneys?

At MONECO Advisors we aim to simplify your life. On March 11th stop by Colony Grill, drop off your estate planning documents, and walk out with a hot pie (on us!). We will work with a local estate attorney to get your documents reviewed. It's that easy! No documents? Come just to ask questions on how to get this valuable process started.