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May 3, 2016
Estate Planning Mistakes & How to Avoid Them
Creating documents for control of your assets isn’t enough to assure they are handled properly. Estate Plans allow you to make sure you are in control of your assets while you are alive and well and also lays out how to keep them managed if you cannot. This program covers Will, Trusts, Powers of Attorney and Living Wills. Presented By: Richard Winblad,
Find out more »Asset Protection Through Estate Planning
This workshop will show how it is possible to provide asset protection for you and those you love. Asset protection can prevent the loss to creditors, divorce, bankruptcy, and other predators. Learn how assets can be protected in the event that nursing home care becomes necessary. Presented by Richard Winblad,
Find out more »Asset Protection Workshop
This workshop will show how it is possible to provide asset protection for you and those you love. Asset protection can prevent the loss to creditors, divorce, bankruptcy, and other predators. Learn how assets can be protected in the event that nursing home care becomes necessary. Presented by Richard Winblad,
Find out more »September 20, 2016
Estate Planning Workshop: Avoid Major Threats to Your Estate Plan
Free Class: Estate planning is about identifying and reducing risks. This program is for you if the goal is to protect yourself and those you love. This program covers Wills, Trusts, Powers of Attorney and Living Wills. Learn why creating documents isn’t enough. Call for More Information: 405.340.6554
Find out more »April 6, 2017
IRAs, 401ks, TSPs, Spouse’s and Kid’s Inheritance
In this workshop you will discover why just using a beneficiary designation may lead for trouble for your kids or your spouse. Discover how to extend the tax deferred benefits of an IRA, 401k or TSP. Learn how to protect this asset from creditors and predators such as divorcing spouses.
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