Estate Planning Essentials

Estate Planning Essentials: Wills, Trusts & Protecting Your Legacy

Description:
Estate planning isn’t just for the wealthy—it's for anyone who wants to protect their family, avoid unnecessary legal complications, and ensure their wishes are honored. Join us for a clear, practical breakdown of the essential documents every adult needs, including wills, trusts, powers of attorney, and healthcare directives.

You’ll learn how to avoid probate, reduce family conflict, protect your assets, and create a plan that reflects your values. We’ll also discuss tax-efficient legacy strategies and how to integrate estate planning with long-term financial protection.

Whether you’re updating an existing plan or starting from scratch, this session will give you the clarity and confidence to take the next step.

What You’ll Learn:

• What happens if you pass away without a plan

• The must-have legal documents every adult needs

• How wills and trusts work (and which one fits your goals)

• Ways to protect assets and family members

• How to build a tax-efficient legacy

• How estate planning ties into long-term financial protection

Includes:
Complimentary planning review

Who Should Attend:

• Adults who want to protect their family and assets

• Homeowners and real estate investors

• Parents of minor or adult children

• Retirees wishing to update or review their estate plan

• Anyone unsure whether they need a will or a trust

• Individuals who would like to avoid probate and simplify inheritance
  

Zoom Webinar
Planning for the Future: Long-Term Care & Estate Planning Seminar
Date/Time: Wednesday, December 10, 2025, at 12:00 PM Eastern
Register: https://us06web.zoom.us/webinar/register/WN_pcQdBOzMQVmi_xkSlM1YVQ

*After registering, Zoom will send you an email directly with the join link and calendar invitation.

Long-Term Care Planning 101:

Protecting Your Assets, Independence & Future Care Choices

Long-term care is one of the biggest financial risks facing retirees — yet most families have no plan for how they would pay for home care, assisted living, or nursing care. In this workshop, you'll gain a clear understanding of the true cost of care, what Medicare really covers, and modern solutions designed to provide tax-free funds for long-term care. We’ll explain guaranteed-issue options that work even for individuals with health challenges, and strategies that create long-lasting protection without risking your retirement savings.

What You’ll Learn:

• The real cost of long-term care today & in the future

• Care options: home care, assisted living, nursing care

• What Medicare does and does not cover

• Tax-free ways to pay for long-term care

• Guaranteed-issue solutions for those with health concerns

• Strategies to protect assets and reduce the burden on the family

Who Should Attend:

• Adults preparing for retirement

• Individuals concerned about future healthcare costs

• Anyone caring for aging parents

• People with limited health options in need of guaranteed-issue solutions

• Families wanting to avoid becoming caregivers by default

• Homeowners and retirees looking to protect savings

Bonus for Attendees:

• Complimentary personalized long-term care analysis

Zoom Webinar
Long-Term Care Planning 101: Protecting Your Assets, Independence & Future Care Choices
Date/Time: Wednesday, December 10, 2025, at 2:00 PM Eastern
Register: https://us06web.zoom.us/webinar/register/WN_sfz6v16eTUGyqoarmlTJFQ

*After registering, Zoom will send you an email directly with the join link and calendar invitation.