Join us for an informative online workshop on Wills, Trusts, & Estate Planning!

The 3 Ways to Plan Ahead for the Second Half of Life

Learn how to protect yourself, your family, and your life savings.

Online Wills, Trusts, & Estate Planning Workshop

Monday, July 22nd
6:30 PM

You can watch the online workshop from your mobile device or computer.

Register today even if you can't log on during the scheduled time as we will send out a replay of the workshop.

There is more to estate planning than deciding how to divvy up your assets when you die.


It's also about having the peace of mind that your wishes will be fulfilled, that things will be easy for your kids after you're gone, and that you'll be protected during disability or incapacity.


Discover the following in this comprehensive workshop:


1

Learn how to empower the right people to protect you during illness or incapacity.

2

Learn how to make things easy for your kids after you're gone without leaving a mess behind.

3

Learn how to protect your life savings and your biggest asset (your Home) from Medicaid liens and collections if you need skilled nursing.

4

Make sure your kids or relatives get exactly what you wish to leave them, no matter what happens.

Why we created this workshop:

You don't need a lawyer to talk at you for an hour and make a hard sales pitch at the end. You need education, clarity, answers to your questions, and an honest strategy that will deliver the outcome that YOU want and need.

You know you need to create, or update, an estate plan and it’s something you’ve been meaning to get around to. But the process seems so hard and expensive, and lawyers have such terrible bedside manner.

Your needs and your life don’t fit into neat little boxes, so your estate planning solutions shouldn’t be limited to a one-size-fits-all estate plan.

We take a comprehensive approach, diving deep into your specific wishes, fears, and planning nuances to create a narrowly tailored plan that meets your specific planning needs, and keep in touch to make sure your plan actually works.