Tag Archives: estate planning

Discover how a Will and Trust are alike and how they differ. This Estate Planning Class will cover basics of how each of the most common and needed elements of an estate plan work together.  We’ll cover how a Will and a Trust Work.   There will also be a discussion about Powers of Attorney […]

Discover how a Special Needs Trust can avoid a disastrous mistake made all too often. Every penny and benefit is valuable to those who are not able to provide income form themselves. If someone receiving governmental income or benefits inherits they may lose that safety net if not properly structured.

Protecting yourself and your assets is essential to your financial security.  We discuss how Estate Planning and Three Easy Steps can provide that peace of mind and true security.  This program will cover Wills, Trusts, Powers of Attorney, Living Wills and other ways to develop a plan.  You will discover why just having the documents […]

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