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.

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On-Demand Workshops

UPCOMING WORKSHOPS

June 26, 2025 @ 2 PM

Oxford Civic Center
401 Mc Cullars Lane
Oxford, AL 36203
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July 15, 2025 @ 10 AM

Hampton Inn
4520 Galleria Blvd
Hoover, AL 35244
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July 16, 2025 @ 10 AM

Oxford Civic Center
401 Mc Cullars Lane
Oxford, AL 36203
Get directions »

“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.

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Navigating the Medicaid Maze

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