Estate Planning Webinar

Have you ever stopped to consider the ‘what ifs’ of life?

What if an unexpected illness or accident left you unable to communicate?

Or, what if you weren’t around anymore?

It’s uncomfortable to think about, but it’s a reality we all face. And while we can’t predict the future, we can prepare for it.

Unfortunately, most people aren’t as prepared as they think. Without a proper estate plan, you leave your family’s future to chance—public court processes, unknown decisions by others, and the risk of your hard-earned legacy not going where you intend.

That’s where estate planning comes in—it’s your proactive step to:

☑️Ensure Your Voice Is Heard: Even if you can’t speak for yourself, an estate plan makes your wishes clear.

☑️Protect Your Family’s Future: An estate plan puts the right tools in place to safeguard your loved ones from added stress during tough times.

☑️Secure Your Legacy: It’s about more than just money. It’s about making sure your values, lessons, and memories are preserved and passed on.

Our Free Educational Seminar Helps You Take the First Step!

Why we create this
in-person seminar:

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.

Here is how were different:

First, we focus on the needs of all types of families. Estate planning is for everyone – not just the extremely wealthy or elderly. No matter what you own, or how old you are, everyone needs an estate plan. We create plans specifically catered to your needs based on your marital and relationship status, children, age, asset types, and goals. In our firm, there is no such thing as a one-size-fits-all estate plan.

Second, we plan for your children’s future just like Melinda planned for hers. If you have young children, it’s imperative that you plan for them. Minor children cannot inherit and cannot take care of themselves, and without a plan, you are leaving those decisions up to a random judge. We provide comprehensive guidance and plans to ensure that your children will be cared for by the people you want, in the way that you want, in case something happens to you.

Third, we make the estate planning experience easy, accessible, and convenient. You can count on us to answer all of your questions in a timely manner, in a way you can understand (no legalese here), and we will never charge you for contacting us. In fact, we encourage you to call us. Everything we do is billed flat fee, agreed to in advance – so there are no surprises. We also offer different payment plan options so we make sure proper planning is accessible to all who need it: everyone!

Finally, we don’t just provide a set of documents and send you on your way. Unlike most law firms that just prepare plans without making sure clients fund their trusts, we make sure your goals are achieved. We walk our clients through our 5-week process called “Trust Funding University,” which teaches clients the importance of trust funding and breaks it down into easy steps. We ensure your assets are properly titled because we know an unfunded trust is like having no plan at all for avoiding probate. We also include an annual review with all of our packages to ensure your plan is still working for your goals and that any new assets are being protected in your trust.