If You Think Estate Plans Are Just For The Rich & Famous – Think Again.


The Facts You Need To Make Informed Estate Planning Decisions.

When you own a home, vehicles, investment property, in addition to your savings and retirement accounts, it all adds up. Estate planning helps preserve the value of your assets and protects your loved ones from the stress and high cost of probate court.

Learn about the documents you’ll need to pass on your legacy and ensure your end-of-life decisions are carried out according to your wishes.


What you’ll learn

How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.

Discover easy-to-understand information about strategic estate-planning tools you can use to protect your estate from creditors and probate court while lowering estate taxes.

What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.

From respecting your healthcare preferences when you’re incapacitated, to distributing your assets after you pass away, estate planning documents ensure your wishes are honored.

Understanding the risks of the Probate Court Process.

Without the proper estate planning documents in place, your heirs will have to endure the costly and time-consuming realities of probate court while dealing with their grief.

Strategies to bypass Probate Court to keep assets in the hands of those who matter most.

Discover totally legal strategies for avoiding probate court -- from transferring property to trusts and establishing joint ownership, to purchasing life insurance products.

Planning for Disability, Incapacity, Medical Emergencies and much more.

What you need to know about Advance Healthcare Directives and other documents that enable you to choose representatives when you’re unable to make decisions for yourself.

Schedule Appointment

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All of our workshops include

Our workshops are guaranteed to provide you with these benefits and many more.

Real-world training from industry professionals

Our mentors have helped thousands of indivisuals find financial clarity and chart their path to retirement.

Up to date information on the topics presented

Our educational workshops are updated every year and are the source of the most up-to-date information in the industry.

An Interactive learning environemnt with peers

Ask and listen to questions answered by a professional in real time. This helps forster a deeper understanding of the material.

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Upcoming Events

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