Middle Class Estate Planning and Asset Protection

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

Online Estate Planning Workshop

Wednesday, June 26th
6:00 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.

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 online workshop:

Estate planning is for everybody, not just the wealthy. Middle class families face specific threats to their hard-earned savings.  The cost of long-term care could wipe out the money that you would like to leave for your family.  We will show you how to build a shield that protects you from this devastating cost.

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.