Transform your future with proven Estate Planning strategies during our seminar "The 3 Ways to Plan Ahead for the Second Half of Life"

Discover how to secure your legacy and protect your family’s future.

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Major Challenges

UNCERTAIN FUTURE

Facing confusion and uncertainty in estate planning can lead to unintended outcomes.

LEGAL COMPLEXITY

Misunderstandings about wills, trusts, and probate can result in costly legal battles and asset loss.

LACK OF CONTROL

Without proper planning, you may not have control over medical decisions and asset distribution.

TAX BURDENS

Failing to plan can lead to significant tax burdens for your heirs.

Why you should attend

1. KEEP THINGS SIMPLE FOR YOUR KIDS

Learn how to keep things simple for your kids after you're gone.

2.  AVOID A LONG PROBATE

Discover how to prevent a long and expensive probate process from holding up the sale of your home.

3. PROTECT YOUR HOME FROM MEDICAID

Find out how to protect your home and assets from Medicaid collections if you need skilled nursing care.

LIMITED SPOTS ARE AVAILABLE

Fairfield by Marriott Inn & Suites Raleigh Wake Forest
12051 Retail Dr,

Wake Forest, NC 27587

Friday, November 6

10:00 AM ET

Friday, November 20

10:00 AM ET

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YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

Ready to take the next steps? Click "Get Started" to schedule a call with one of our Client Welcome Specialists who will set you up with a free consultation with the attorney on our team best suited to meet your specific needs.

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Session Topics

ESTATE PLANNING ESSENTIALS

Learn the key tools of estate planning, including wills, trusts, and powers of attorney.

PROBATE AVOIDANCE

Learn strategies to bypass the probate process, saving time and money.

ASSET PROTECTION

Discover ways to shield your assets from creditors and ensure they go to your chosen heirs.

TAX EFFICIENCY

Explore tax-saving strategies that can help preserve your estate’s value.

LONG-TERM CARE PLANNING

Plan for potential long-term care needs without depleting your estate.

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Kendall Vardon

client service associate

Kendall joined the team as a Client Service Associate in April 2025. She brings a thoughtful, client-focused approach to her work and values being a dependable resource, whether she is assisting clients through important decisions or supporting her teammates behind the scenes.

Her passion for estate planning began after caring for her late grandmother, who lived with Alzheimer’s disease. That experience deeply shaped her perspective and sparked a desire to help other families feel supported, prepared, and at peace during life’s most difficult moments.

Since 2021, she has been honored to walk alongside clients in the estate planning process, offering both guidance and encouragement.