Free Estate Planning Guide for Attendees – Don’t Miss Out!
Revocable Living Trust
Income Only Option
A/B Trust Option
Spendthrift Provisions
IRA "Look-through"
Last will / testament
Certificate of Trust
Financial Power of Attorney
Healthcare Power of Attorney
Living Will
Advance Directive
Online Funding Kit
Unlimited Funding Letters
Online Document Vault
Unlimited Changes*
Unlimited Updates*
Unlimited Restatements*
*For the next 12 months
We’re diving deep into the importance of estate planning and how living trusts can help safeguard your assets. Tune in for expert advice on preparing your documents, protecting your home, and ensuring peace of mind for the future. Start planning today—your legacy deserves it!
The advantages and disadvantages of Wills and Living Trusts.
How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
How Probate Court works and why you may want to avoid it for your family.
Why putting property in your children’s names may be a mistake.
Common missteps by families raising children with challenges, disabilities or Special Needs.
Protect your home from being swallowed up by nursing home care.
Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
Best Practices for naming retirement account and Life Insurance beneficiaries.
HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
Learn about our “90 in 90 FORMula™” proprietary process.
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