Asset Protection Through Estate Planning

A complimentary online workshop designed to inform families how to safeguard their assets and wealth for future generations.

Online Asset Protection Workshop

Thursday, August 10th
12:00 PM

Register today even if you can't attend at the scheduled time, as we will send out a replay of the workshop! 

You can watch the online workshop from your mobile device or computer.

We will discuss the following:

Who Benefits From Asset Protection

How to Protect Assets from the Nursing Home

How to protect your assets with Trusts and Powers of Attorney

Why we created this online workshop:

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.

It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your coordinated estate and tax plan and to make sure your best interest and wishes are carried out.

Do you need immediate assistance? Call our office at 631-857-4225 to discuss your matter with our team.