The Truth About Estate Planning™
Free, no obligation workshop.
This Workshop Will Impract Your Family for Generations to Come!
- Learn how to protect your loved ones from "creditors and preditors"
- Maintain control of your affairs, even if you become incapacitated.
- Be sure your "special needs" loved one is cared for throughout their life.
- Enable your child or grandchild to reach their full potential with a college education.
- Share important life lessons and spiritual values with those you love.
- Move from success to significance by benefiting those causes you really care about.
Learn About an Important Process that Ensures Your Estate Plan is Always up to date and Will Accomplish Your individual Goals
Many people are confused as to what their options are when it comes to estate planning. Do I need to do any estate planning? What's the difference between a will and a trust? I already have a will. Why should I get a trust? This free estate planning workshop on estate planning will arm you with the power to make informed decisions about your estate plan.
These estate planning and asset protection workshops are held throughout the year. At these workshops you will receive information on how you can legally decrease your tax liability, provide divorce protections, probate protections, retirement protections, re-marriage protections, and protect assets from the reach of creditors and predators.
Questions answered and topics covered include:
- What to consider before meeting and selecting an estate planning attorney.
- How to transfer your financial wealth and "life wisdom" to future generations.
- How to leave assets to your loved ones protected against divorces and creditors.
- How to plan for "special needs" children.
- Probate - what is it and why does everyone want to avoid it?
- What is the real cost of probate?
- Counseling versus word processing - what are you really paying for?
- How legal fees are determined and how to reduce your overall costs.
- Why many living trusts do not work and how to assure your trust meets your goals.
- What is Trust Funding and why is it essential to the success of your living trust?
- Why should I have professional counseling on how to fund my living trust?
- How to make life easier for your loved ones during troubling times.
- Making sure your loved ones know what to do and the right time to do it.
- Why many living trusts do not avoid probate.
- What is the realy cost of an outdated estate plan?
- How often should an estate plan be updated?
- How to transfer your "legacy" and life lessons to future generations.
- Changes in Estate Taxes - Are they really gone forever?
Space is limited so sign up today to reserve your seat. If you can't attend one of the scheduled workshops contact Lisa, at 1-813-655-4940 or 1-800-794-4940 to inquire about attending the next estate planning workshop or being placed on the waiting list for a future workshop.
Upcoming Workshops
Please Contact our office for more information about upcoming workshops.
To register, call us at 1-813-655-4940 or register using our online form.