The 2023 Estate Planning Laws will affect most Americans. This is all pretty confusing, and it can be complicated to figure out how it applies to your individual situation. Join us to learn what these changes may mean for your estate plan as well as your trustees and beneficiaries. Click on the ZOOM link below…
Money can't buy everything! Learn about those who could have had the best estate plan, missed the boat in protecting their financial and personal assets. Find out how a proper estate plan can protect what really matters even if you are not a celebrity. Click on the link below to join us.
When the unexpected happens, having Powers of Attorney documents in place can make a difference in getting the care and treatment you want and need. Join us to learn about the different types of advanced directives, which ones you need, and some that you may consider! Click on the link below to register.
You need care. We have got options! Join us to get a better understanding of long-term care needs, costs, and up-to-date planning options that will protect your hard earned dollars. We will cover the Medicaid Asset Protection Trust (MAPT) planning strategies and the Veterans Asset Protection Trust (VAPT). Click on the link below to register.
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