Did you know that you do not need a will to have an estate plan? Your estate plan is whatever you have in place right now to tell others what to do if something happens to you and you cannot speak for yourself, like how you should be treated, your final instructions, and who gets your stuff.
Our workshops will give you an update on the key parts of any estate plan. We will cover ways to give others instructions concerning your property, your health and care, nursing homes, and Medicaid.
After the workshop, we can schedule a time together so we can review your current estate plan to make sure it meets your current goals.
Our process is designed to help save you money, protect your property, and make things easier for your family. We have partnered with some of the top state and national organizations to make sure you have access to the best information and solutions for you and your family.
This invitation to a workshop and complementary consultation are opportunities for me to provide support to you and your family.