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Estate Planning Lab

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Register Today For Your Estate Learning Lab

When you attend our lab, you have the opportunity to get a personalized Estate Planning Evaluation and complimentary, no cost, updates of your Will and Full Trust.

“What You Don’t Know About Filing For Social Security Can Hurt You. Discover the Maximum Social Security Lifetime Benefit
You’re Entitled to Receive.”

Register Today For Your Estate Learning Lab

When you attend our lab, you have the opportunity to get a personalized Estate Planning Evaluation and complimentary, no cost, updates of your Will and Full Trust.

“What you don’t know about Estate Planning can hurt your loved ones. Discover how to protect your assets and beneficiaries should the unexpected happen.”

An Educational Presentation On Estate Planning

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

It’s a fact – the vast majority of people have at least one or more assets of value. A home they own. Cars and vehicles. Life Insurance proceeds. A bank account, an IRA or 401k. The list goes on.

That’s why you don’t have to be rich and famous to benefit from having a comprehensive Estate Plan in place should the unexpected happen.

Even if you have a Last Will & Testament it’s not enough because certain assets cannot be transferred to others through your Will.

Just as important – a complete Estate Plan includes the crucial documents your family will need if an accident or health crisis leaves you unable to make decisions.

How can you make informed decisions about your estate? This is where we come in.

The Facts You Need To Make Informed Estate Planning Decisions.

Our Estate Learning Lab has been designed to provide you with easy-to-understand information about all the components of a comprehensive Estate Plan.

You’ll learn how to protect your loved ones, your assets and ensure your end-of-life decisions are followed according to your wishes – not a probate court.

After the lab you can choose a complimentary, no cost, review of your estate plan documents, an update of your Last Will & Testament, or an update of your Full Trust, all with the assistance of an attorney.

Topics Include:

  • How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
  • 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.
  • Understanding the risks of the Probate Court Process.
  • Strategies to bypass Probate Court to keep assets in the hands of those who matter most.
  • Planning for Disability, Incapacity, Medical Emergencies and much more.
Learning Lab