Events

Upcoming Events

AHD 101: Advance Healthcare Directive Agent Essentials – The Doctor is Asking. Are You Ready?

AHD 101: Advance Healthcare Directive Agent Essentials – The Doctor is Asking. Are You Ready? – Webinar

POA 101: Power of Attorney Agent Essentials – You Have the Authority. Now what?

POA 101: Power of Attorney Agent Essentials – You Have the Authority. Now what? – Webinar

EPL 101: Estate Planning Essentials -Control Isn’t Something You Give Up With an Estate Plan. It’s What you Get.

EPL 101: Estate Planning Essentials -Control Isn’t Something You Give Up With an Estate Plan. It’s What you Get. – Webinar

Death Day

TRU 101: Trustee Essentials 101 – Uninformed Trustees don’t just struggle. They get sued.

TRU 101: Trustee Essentials 101 – Uninformed Trustees don’t just struggle. They get sued. – Webinar

Past Events

Scams – Phone, Internet, Social Media, and Title Scams and How to Avoid Them – Webinar

Probate Basics for Estates and Guardianship / Conservatorship – Webinar

Proactive Planner: Probate Basics for Estates and Guardianship / Conservatorship

Medicaid Estate Recovery & How to Avoid It – Webinar

Medicaid Estate Recovery & How to Avoid It

The Basics of Estate Planning – Webinar

Proactive Planner: The Basics of Estate Planning

How to be a Good Executor – Webinar

Proactive Planner: How to be a Good Executor

How to be a Good Trustee – Webinar

Proactive Planner: How to be a Good Trustee

Love Legacy Calendar and Letter Workshop

Dreams Workshop

How to be a Good Health Care Agent – Webinar

Proactive Planner: How to be a Good Health Care Agent

The How-To Guide for Power of Attorney Agents – Webinar

The How-To Guide for Power of Attorney Agents

The Basics of Estate Planning – Webinar

How To Start The Conversation About Planning – Webinar

Understanding Revocable Trusts: A Comprehensive Guide to Living Trusts and Their Differences from Wills

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No one wants to leave a mess for their loved ones to deal with.

Taking the time to get clear about your wishes is an incredible gift to your family.

When you’re ready for a holistic approach to planning for your future, we’re here to help.