Estate Planning Strategies

In partnership with Will Worsham of Worsham Law Firm

Register for our next meeting

Let’s get started

Through comprehensive planning we strive to help you pass on your legacy as efficiently and effectively as possible, leaving you with the confidence that your future and beneficiaries will be taken care of when the time comes, with contingencies in place to handle the unexpected.

  • Confusing

    Don’t know where to start? Attend one of our monthly informational meetings to help gain understanding and insight of the process.

  • Unnecessary

    Don’t think you need a plan? Let us help you decide how much planning would be appropriate for your situation.

  • Costly

    Unsure of the cost? Our unique process keeps the price as cost efficient as possible.

Monthly Meeting

Estate Planning Basics

with Will Worsham

Join us for an informative and empowering meeting to help you gain a thorough understanding of Estate Planning options in order to help create a strategy that could work when your beneficiaries need it. Have the confidence that your personalized plan will help meet your current needs, work toward your long-term goals, give you confidence and help protect you and those you love.

1 hour meetings monthly, no obligation. Limited seating available.

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Watch Bruce Porter and Will Worsham on KOLR 10, Tuesdays at 3pm.

Types of Plans

Depending on your situation, there are multiple ways to structure your legacy. With our partner Will Worsham, we will help evaluate estate planning strategies for a specific and unique plan to fit your goals.

Healthcare and Power of Attorney

Giving an appointed person permission to conduct business for you on all legal, financial or healthcare matters.

Last Will and Testament

Designate who will receive your assets when you pass away. It is processed publically through the probate court

Trust Plan

There are several types of Trust plans which keep your affairs private and ensure your assets are distributed exactly how you want and when you want.

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Will Worsham

Worsham Law Firm

Will Worsham was born and raised in Southwest Missouri. A 1989 Graduate of Logan-Rogersville High School, he went on to earn a Bachelors of Arts degree with Honors from Drury University in 1993 before graduating from the University of Missouri School of Law in 1996. Since opening his own firm on September 1st, 2002 he has become known as an ethical, knowledgeable and aggressive Criminal Defense Attorney.

He has been awarded the Springfield Business Journal’s 40 under 40 award in 2009 and was named a Rising Star by SuperLawyers in 2011. Will is a 4th Degree Black Belt with the American Taekwondo Association and a Nationally Certified Instructor. He has won multiple National and District Championships and competed for World Champion in the ATA Tournament of Champions.

Frequently Asked Questions

Who would benefit from our meeting?

Anyone looking to help protect their estate after their death.

Is there a cost for your meeting?

No obligation.

Is something being sold?

No, this is only an informational meeting.

Topics covered will include

How to: avoid probate, plan for disabled or young children, protect assets from creditors, divorce or bankruptcy and plan for your possible incapacity.

What happens without a plan?

Probate, feud between siblings, no healthcare directive.

Yes, I would like to RSVP for Estate Planning Basics!

Neither the firm nor its agents or representatives may give tax or legal advice. Estate planning services are offered by Will Worsham or Worsham Law Firm.

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