Estate Planning Strategies Monthly Workshop
When should you start estate planning? How long does estate planning take? Can I do estate planning myself? Find answers to these questions and more by attending The Resource Center’s free estate planning workshop with Will Worsham of Worsham Law Firm.
Register for our next meeting
Why Attend an Estate Planning Workshop?
Through comprehensive estate planning strategies, The Resource Center, in partnership with Will Worsham of Worsham Law Firm, will strive to help you pass on your legacy as efficiently and effectively as possible. By attending an estate planning workshop, you will become confident that you and your beneficiaries’ future will be taken care of when the time comes to enact a will, a trust, or in utilizing the power of attorney.
We understand that you may have questions to ask when estate planning, so we can help you set the necessary contingencies in place to handle the unexpected. In this easy-to-understand workshop format, you will learn about creating a plan of action to help protect your family, your life savings, and your legacy.
Estate Planning Made Simple
Make Your Estate Plan Legal and Comprehensive
Join us for an informational and empowering event, designed to educate you on ways to help control your financial future, protect your hard-earned savings and be financially confident.
During this meeting, topics discussed will include:
- Advantages and disadvantages of a Will and Living Trust.
- Legal strategies for preserving your assets and your family’s inheritance from creditors, divorce, and lawsuits.
- Ways to provide for special needs (disabled) children and grandchildren.
- Options to gift your assets and why putting property in children’s names may be a mistake.
- The latest laws and qualifications for Medicaid and Veterans Aid.
The Attorney-led estate planning workshop occurs monthly and is 1-hour long. There is no obligation involved when you come, and keep in mind that there is limited seating available.
You might think Estate Planning is…
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Confusing
Don’t know where to start? Sign up for one of the monthly informational meetings to help gain understanding and insight of the estate planning process.
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Unnecessary
Don’t think you need a plan? Let us help you decide how much planning would be appropriate for your situation.
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Costly
Unsure of the cost? The financial and estate planning process keeps the price as cost efficient as possible.
Types of Estate Plans
Depending on your situation, there are multiple ways to strategize your legacy planning. With our partner, estate attorney Will Worsham, we will help evaluate estate planning strategies including wills, trusts and power of attorney for a specific and unique plan that fits your goals.
*Neither the firm nor its agents or representatives may give tax or legal advice. Estate planning services are provided by Will Worsham or Worsham Law Firm. The Resource Center, Inc, Worsham Law Firm and AE Wealth Management are all separate and not affiliated entities.
Anyone looking to learn about the steps they can take to help protect their estate after their death.
No fee and no obligation.
No, this is only an informational meeting designed to help participants navigate estate planning basics and strategies.
How to: avoid probate, create a plan for disabled or young children, help protect your assets from creditors, divorce, or bankruptcy, how and when to gift assets and plan for your possible incapacity.
The potential for: probate court, feuds between siblings, no plan for dependents or special needs children and no healthcare directive when needed.
