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February 2019

Planning For The Next Generation

February 6

We will discuss what to consider when choosing a guardian for minor children, how best to protect inherited wealth for your children, and what documents should be considered for children reaching young adulthood.

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March 2019

Easily Access Our Secure, Online Vault

March 13

Gain peace of mind as we step you through how to upload your critical documents to the secure C.A.R.E. online storage vault and set viewing permissions for your family members or trusted advisors.

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April 2019

The Fastest Way To Fund Your Living Trust

April 17

The key to avoiding the costly, public probate process is funding your trust. We provide funding support to help you quickly transfer titles of assets to your trust and to name beneficiaries.

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May 2019

How To Pay For Long-Term Care

May 15

Find out more about the different types of insurance and how you can ensure that you can pay for the ever-increasing cost of quality, long-term healthcare without bankrupting your estate.

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June 2019

What Documents To Use In An Emergency

June 12

In this session, we guide you through how and when to use your valuable estate planning documents so that you know exactly what to do in case of emergency or incapacity. Event Time TBA

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