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

October 5, 2023 @ 10AM

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

October 12, 2023 @ 2PM

The Brook Besor
4204 Martin St S
Cropwell, AL 35054
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.

Estate Planning & Asset Protection Workshop

To gain access to our on-demand Estate Planning & Asset Protection webinar, please complete the brief form below.



Navigating the Medicaid Maze

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