SEMINARS

 Estate Planning Seminars Long Term Health Care
 Client Seminars Legacy Wealth Planning Seminars

Upcoming Seminars

FIND A SEMINAR IN YOUR AREA:


Estate Planning Seminar

Date: Saturday, March 13, 2010
Time: 09:30 AM - 11:00 AM
Location:
Address:

Description

Attend our Estate Planning Seminar and learn about the NEW Trust Code.  How does it affect your Trust?

 

-        Expanded Planning for protection from Creditors;

-        New Notice requirements for your Trust;

-        We can protect your beneficiary who receives SSI, Medicaid or Veterans benefits from becoming ineligible after your death.


5 things we hear that are concerns regarding estate planning:
1.  Avoid unnecessary taxes;
2.  Eliminate the risk of going broke from long-term care expenses;
3.  Protection for family and wealth from predators and creditors;
4.  Spouse and/or kids being taken advantage of;
5.  Passing on wisdom, values and life lessons to generations that follow.

Attend our FREE seminar and allow us to help you with your planning.  Call 783-4575 to reserve your seats.

Our seminars are said to be "informative and easy to understand"

What is the 1 key ingredient needed for a successful estate plan?

NEW Trust Code - How does this affect your Trust.

Register for This Seminar




Legacy Planning Seminar

Date: Saturday, March 13, 2010
Time: 09:30 AM - 11:00 AM
Location:
Address:

Description

Attend our Estate Planning Seminar and learn about the NEW Trust Code.  How does it affect your Trust?

 

-        Expanded Planning for protection from Creditors;

-        New Notice requirements for your Trust;

-        We can protect your beneficiary who receives SSI, Medicaid or Veterans benefits from becoming ineligible after your death.


5 things we hear that are concerns regarding estate planning:
1.  Avoid unnecessary taxes;
2.  Eliminate the risk of going broke from long-term care expenses;
3.  Protection for family and wealth from predators and creditors;
4.  Spouse and/or kids being taken advantage of;
5.  Passing on wisdom, values and life lessons to generations that follow.

Attend our FREE seminar and allow us to help you with your planning.  Call 783-4575 to reserve your seats.

Our seminars are said to be "informative and easy to understand"

What is the 1 key ingredient needed for a successful estate plan?

NEW Trust Code - How does this affect your Trust.

Register for This Seminar