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Events &
Workshops

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5 Steps for Peace of Mind After a Loved One Dies

Administering an estate can feel overwhelming.

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Special Needs Planning - Protecting Your New Adult

Navigating the complicated world of special needs and disability planning in order to make the best decisions and prepare for the future is challenging.

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Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

When it comes to protecting your family, your wishes, and everything you’ve worked a lifetime to build, wouldn’t you rather get it right?

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Webinar: Transferring Assets to Your Trust

Congratulations on taking a big step toward keeping control and protecting your loved ones by creating a living or revocable trust! But you are not done yet. For your trust to work the way you expect and intend you need to transfer your assets.

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Seminar: 5 Threats to You, Your Family, and Your Assets

Before you get a Will, Trust, or Estate Plan, you should know that not all plans are created equal.

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Seminar: Planning for Long-Term Care: 7 Steps to Protect Your Independence

The security of your Golden Years is never something to leave to chance. Now more than ever, seniors need help understanding the resources and tools available to them to help secure their independence and pay for long-term care needs during the later stages of life.

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Free Resources

CLIENT Story

Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.
Christine

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