Get Our Free Webinar on Legacy Estate Planning
 Save hundreds, if not thousands, of dollars by participating in our legacy webinar.
of individuals assessed don't have a will in place to protect their assets. Don't leave your family like this.Â
This is the exact formula our clients follow
to leave a legacy for their family.
âś…Step 1: Understanding the Basics
- Learn the core principles of descent and distribution, and how they lay the groundwork for wills and estate planning.
- Gain insights into the real reasons behind the widespread neglect of estate planning and how to overcome these obstacles.
âś…Step 2: Crafting Your Legacy
- Explore the practical steps in preparing your will, tailored to reflect your wishes and the needs of your loved ones.
- Discover how to leverage your estate planning as a tool for continued stewardship, ensuring your values and assets benefit future generations.
âś…Step 3: Implementing Your Plan
- Receive expert guidance on the next steps to finalize your estate planning documents.
- Learn how to navigate potential challenges and ensure your legacy is secured and honored.
Register for this training that covers:Â
Wills
A Will is a legal document that states your wishes for how you want your property (assets and/or minor children) to be distributed after your death.
Power of Attorneys
A Power of Attorney is a legal authorization for you to allow another to act on your behalf.
Advanced Directive
An Advanced Directive is a legal document that allows you to express your desired end of life care ahead of time.
Health Care Power of Attorney
A Health Care Power of Attorney is a legal document that allows you to give someone authorization to make decisions about your medical care.