An Estate Planning Seminar for Empty Nesters


Learn how to get financially organized from an estate planning perspective. Leave the most value possible for loved ones, while avoiding all of the common pitfalls that can lead to family confusion and conflict.



Planning for Your Wealth, Health, & Happiness ... When Your Children are No Longer Children



In this workshop, you will identify what you can do to:

  1. Ensure easy and tax efficient asset transfers that can save your children tens-of-thousands of dollars.
  2. Help your family avoid the time and outrageous expenses of probate court.
  3. Protect the assets you leave to your adult children from their future creditors, lawsuits, and divorcing spouses.
  4. Avoid family conflict and ensure your kids will always love each other even after you're gone.