Planning for the Second Half of Life in these Political and Economic Times

A complimentary online workshop designed to help families create an estate planning strategy for their unique goals and needs. Learn how 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.

Alzheimers Or Dementia?
3 Critical Actions You MUST Take

A complimentary online workshop designed to help families create a long term care strategy for their unique goals and needs. Aging can bring many challenges and risks, the biggest being nursing home costs and scams. Learn how to protect yourself, your family, and your assets.

Online Long Term Care Planning Workshop

Are you faced with decisions about long-term care and want to make the BEST choices possible?

Do you want to protect your life savings and your spouse while still having more options for care as you age?

Or are you struggling to care for an aging parent or loved one?

Everyone deserves to feel supported and prepared to face the challenges of getting older.

This workshop is a great first step.

We will discuss the following:

Planning For Everyone

Learn about "death planning" versus "life planning" and how to avoid the dreaded "spend down."

Obtaining Benefits

Learn how it's rarely too late to seek benefits, even if you're already in a nursing home.

Legal Safeguards

Discover how VA or Medicaid benefits can help you get the care you need.

Why we created this workshop:

Elder care planning is for everybody, not just the wealthy. Without an appropriate elder care plan, friends and relatives can spend a lifetime (and their life savings) worrying about how to pay for your care.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to take care of your long-term care needs and how to pay for it.

Online Estate Planning Workshop

We will discuss the following:

Planning For Everyone

Estate planning is not only for the wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.

Avoid Unnecessary Taxes & Fees

Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated.

Legal Safeguards

Avoid a court administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.

Why we created this 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.

Schedule Your Free Consultation Today