5 Secrets To Protect Your Family
A Special Webinar For Parents From Cradle To College

Discover the critical estate planning strategies to safeguard your children's future, from their first steps to their college years and beyond.

Online Estate Planning Workshop For Parents With Minor Children

Wednesday, July 10th
12:00 PM

Wednesday, July 10th
6:00 PM

Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop! 

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Protecting your minor children

Create a comprehensive plan that clearly outlines your wishes and minimizes the risk of family disputes. Learn about the essential documents needed to grant your chosen guardians the legal authority to make decisions on behalf of your children.

Safeguarding your college-bound children

Understand the importance of healthcare directives, which allow you to make medical decisions on behalf of your adult children if they become incapacitated. Explore how financial power of attorney can grant you the ability to manage your children's finances and ensure their educational expenses are covered.

Securing your family's financial future

Discover how trusts can be used to protect your children's inheritance and ensure funds are allocated according to your wishes. Learn about the tax implications of various estate planning strategies and how to maximize the assets passed down to your children.

Why we created this online workshop:

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.