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.
Register for our next meeting
Why Attend an Estate Planning Workshop?
Navigating the complexities of real estate planning and estate management can be overwhelming. Through comprehensive estate planning strategies, The Resource Center, in collaboration with local law firms, will strive to help you pass on your legacy as efficiently and effectively as possible through our estate planning class in Springfield, MO. By attending our 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. This event is tailored for individuals seeking guidance on real estate management within the context of estate planning, connecting them with estate attorneys and providing essential estate planning resources. Whether you’re considering the establishment of a living trust or looking to attend estate planning seminars near Springfield, MO, our workshop is designed to address your needs comprehensively.
Estate Planning Basics
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.
With a focus on estate planning basics, this workshop is an excellent opportunity for attendees to connect with experienced estate attorneys and explore a range of estate planning resources.
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 estate attorney partners, 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 local attorneys. The Resource Center, Inc and AE Wealth Management are 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.
