At our Free Workshops, Attendees Will Learn:

•  Steps to protect their children’s inheritance and ensure a smooth transition.

•  Whether they need a Living Trust in their personal and financial circumstances.

•  Easy, proven methods to avoid probate court (which is expensive and time-consuming).

•  The differences between a Living Trust and Will; and which one is better for them. 

•  Steps to protect their home, bank accounts & retirement plan from creditors and lawsuits.

•  Simple ways to control WHEN and HOW their assets are divided among their family.  

•  What happens to their assets if they become frail or disabled, and how to plan ahead.

•  Other strategies to make sure their personal, financial and medical wishes are honored.