Preparing Plans. Providing Peace.Promising Protection.

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.
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