This Estate Planning Workshop will cover the following topics:

• The advantages and disadvantages of Wills and Living Trusts.
• How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
• How Probate Court works and why you may want to avoid it for your family.
• Why putting property in your children’s names may be a mistake.
• Common missteps by families raising children with challenges, disabilities or Special Needs.
• Protect your home from being swallowed up by nursing home care.
• Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.
• Best Practices for naming retirement account and Life Insurance beneficiaries.
• HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
• Learn about our “90 in 90 FORMula™” proprietary process.