The Truth About Medicaid Planning (Online)
As our society continues to age, one of the greatest concerns of the elderly, as well as their friends, family members, and other loved ones is they may need nursing
Special People, Special Planning
Based on the book Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs, this workshop explores concerns related to creating a financial and legal
What To Do When Someone Dies
At this workshop we will review the step-by-step process you need to know before and after losing a loved one, which includes: pre-need funeral planning, the probate and estate administration
Loving Without A License
Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners explores the unique estate planning challenges of unmarried couples and same sex partners
Exit Planning: Business Succession
This complimentary workshop is designed to educate business owners about the importance of succession planning for their business – generally one of their largest assets. Nationwide, more than 70% of
Retirement Planning
This complimentary workshop is a MUST for all clients approaching age 70 1⁄2. We will discuss in detail the “Stretch IRA,” including recent changes implemented by the IRS. Even if
Opportunities In Estate Planning
This course is specifically designed to teach professional advisors how to utilize proven, cutting-edge estate planning techniques while becoming a leader in the impending transfer of wealth from generation to
The Truth About Estate Planning (Online)
This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate
Planning For Your Pet
Animal companions… your pets… “your children.” Whatever you call them, they are dearly loved family members. Our pets come in all shapes and sizes — from horses to hamsters, from
Planning For Your Pet (Online)
This workshop is intended to provide an overview of Veteran’s benefits to help you understand the eligibility criteria and benefits available to qualifying Veterans. We will explore medical benefits, service-connected
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