Due to coronavirus (COVID-19), we are now offering online meetings. Click here for more information.
[FREE RESOURCE]

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.

Most plans do not protect your assets and will not work as you intended them to when the time comes.

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?

In this free planning seminar you will discover how to make sure your wishes are carried out exactly as you want.

This seminar will help you get straight answers and finally take action to properly protect your loved ones or upgrade the plan you have. During this video you will discover:

  • Will, Trust or something more? And why a trust that just covers estate taxes and probate simply isn’t good enough anymore.
  • How to maximize the assets you leave to your children AND protect their inheritance from greedy spouses and lawsuits.
  • How your plan can address the different needs of each of your loved ones now, AND adjust to their changing needs after you’re gone.
  • Why your power of attorney may be *powerless* to protect you and your family...and what you must do about it.
  • Why putting your house into your children's names may be one of the biggest mistakes you ever make!
  • How to avoid losing the family home or having your life savings wiped out by long-term care costs without purchasing long-term care insurance
  • Why doing your plan once and then forgetting it is a recipe for disaster.

Get straight answers and finally take action to properly protect your loved ones or upgrade the plan you have.

Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended.

As Seen On

CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen