Learn how to preserve your wealth, protect yourself, and ensure your loved ones’ security. Register today. Limited spots are available.
What happens if the unexpected strikes? Without an up-to-date estate plan, an unexpected event, such as 
incapacity or your passing, could leave your assets tied up in Probate Court, delaying access for your loved ones for months or even years.
Join us for an insightful webinar perfect for anyone who needs an Estate Plan or is curious about whether their existing plan could use an update.
Whether you’re starting fresh or refining your plan, we’ll walk you through some of the most important things you need to know about.
What You’ll Learn
- Plan Updates – Why revisiting your plan every three to five years is so important.
- Probate – How you can avoid this public, expensive, and time-consuming process.
- Next Spouse Protection – How to protect your assets from your surviving spouse’s next spouse.
- Asset Protection – How to protect your assets and your family’s inheritance from creditors, divorce, and lawsuits.
- Estate Taxes – How you can strategically minimize estate taxes.
- Incapacity – How to help the person you’ve chosen to handle your affairs during any incapacity, avoid having to go to court and face unnecessary delays and fees.
- Wills and Living Trusts – Learn the advantages and disadvantages of both.
- Long-Term Care Planning – How to protect your home against Medicaid liens.
- Trustee Responsibility – You’ll also learn about trustee and successor trustee liabilities and responsibilities.
If you have an Estate Plan already with successor trustees (often a 
spouse, adult child, or other trustworthy person), this is an excellent opportunity for them to attend with you to learn about their responsibilities and possible liability.
Please feel free to forward the link to this page to friends and family. They will need their own registration to join.
We welcome you to this session and hope to see you there!
