Tag Archives: estate planning

The biggest estate planning mistake is not having the essential planning building blocks in place. Once in place, these can be built upon. Learn what everybody’s estate plan should have right now. These are things to protect you while your alive, then your heirs after you are gone. Wills-What they are and how they work […]

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.