3 Threats to Your Family's Security
A complimentary online workshop designed to help families create an estate planning strategy for their unique goals and needs.
Online Estate Planning Workshop
Thursday, September 19 6:30 PM
Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!
You can watch the online workshop from your mobile device or computer.
Frustrated with misinformation or conflicting advice on how to set up your estate plan.
Worried about leaving a mess behind for your family.
Worried about kids/beneficiaries who are: financially irresponsible, young, have special needs/disabled, have addiction issues, are at risk of a divorce, lawsuit, bankruptcy, etc.
Worried about losing your home and savings to the cost of in-home or nursing home care.
Why we created this online workshop:
Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.
