FREE ESTATE PLANNING WORKSHOPS

Register for one of our live or on-demand estate planning workshops and take the first step towards protecting yourself, your loved ones, and your legacy.

UPCOMING WORKSHOPS

JULY 25, 2024 @ 10AM

Oxford Civic Center
401 Mc Cullars Ln
Oxford, AL 36203
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Aug 22, 2024 @ 10 AM

First United Methodist Church
120 N Chalkville Rd
Trussville, AL 35173
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“Bill did an excellent job explaining everything, as well as taking all our concerns and questions with patience. He is so thoughtful and knowledgeable!!”

Tammie

SPACE IS LIMITED! REGISTER NOW TO SECURE YOUR SPOT



WHAT YOU’LL LEARN IN OUR FREE WORKSHOP

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What happens if I die without a will?

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What is a trust? Do I need one?

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Which estate planning documents could benefit me and my loved ones?

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How can I keep my estate out of probate court? 

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When should I start planning for the cost of long-term care?

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How can I improve my chances of qualifying for Medicaid?

CAN’T ATTEND A LIVE WORKSHOP?

We offer two on-demand workshops that we invite you to enjoy at your own pace, on your own time…from the comfort of your own home.

3 SECRETS TO ESTATE PLANNING DURING THE SECOND HALF OF LIFE
n this free 45-minute on-demand webinar, you’ll learn the essential (and good) estate planning documents, how to preserve and protect your assets, and how to secure your legacy for generations to come.

Gain Access Now!

Navigating the Medicaid Maze

To gain access to our on-demand Navigating the Medicaid Maze webinar, please complete the brief form below.