Learn how to protect your family and your legacy

August 24th, 2023 at 2pm

We will also cover the topics of

The importance of Wills & Trusts

Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join Attorney Andrea Lee for a special ONLINE 60 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.

Who Should Attend This Webinar?

Families looking to put a plan in place to protect their loved ones and assets.

On this webinar you’ll learn:

•  The advantages and disadvantages of both wills and trusts.
• If you owe estate taxes, how to help your heirs minimize or even avoid “death” taxes after your passing.
• Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
• How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
• How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).