Free Workshop
How to Protect Your Legacy. Your Way.
Thursday, March 26th
9:00am
Virtual via Zoom
If you’re like most families, you want to protect your home, savings, and independence, but you’re not sure where to start. This free workshop gives you the clarity, confidence, and direction you need to make smart decisions for your future.
What You’ll Learn:
Estate Planning Essentials
What legal documents you actually need, what they do, and which ones protect you during incapacity and after death.
Long-Term Care Costs
How to avoid losing your home or savings to nursing home bills—and the strategies that protect you.
IRA & Retirement Planning
How to safeguard your IRA and pass it on properly (without triggering avoidable taxes or penalties).
You’ll Also Discover:
- Reasons why you need an estate plan
- How to avoid the delays, frustration, and expense of probate
- The key planning documents everyone needs – and why
- The advantages of trusts and the planning objective they can help you achieve
- How to minimize or avoid estate and other taxes
- How to protect your hard earned assets from the high cost of long-term care and other threats.