Estate Planning Strategies

In partnership with Will Worsham of Worsham Law Firm

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Estate Planning

Through comprehensive estate planning strategies, The Resources 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. You will be confident that your future and your beneficiaries will be taken care of when the time comes to enact a will, trust or in utilizing the power of attorney. We’ll help you set the necessary contingencies in place to handle the unexpected. In this easy-to-understand format, you will learn about creating a plan of action to help protect your family, your life savings, and your legacy.

Monthly Meeting

Planning Made Simple

Not all estate plans work when they are tested (including living trust plans). 

Will Your Plan Work The Way You Want?

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, hosted by The Resource Center, Attorney Will Worsham will discuss:

  • Advantages and disadvantages of a Will and Living Trust.
  • Legal strategies for protecting your assets and your family’s inheritance from creditors, divorce, and lawsuits.
  • How to provide for special needs (disabled) children and grandchildren.
  • How and when 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.

1-hour meetings monthly with no obligation. Limited seating available.

classroom of adults learning about finances from instructor

You might think Estate Planning is…

  • Confusing

    Don’t know where to start? Sign up for one of our monthly informational meetings to help gain understanding and insight of the estate planning 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 financial and estate planning process keeps the price as cost efficient as possible.

Types of 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.

Healthcare and Power of Attorney

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

Last Will and Testament

Will and testaments allow you to designate who will receive your assets when you pass away. It is processed publicly through the probate court.

Trust Plan

There are several types of trust plans, such as revocable and irrevocable trusts, which keep your affairs private and ensure your assets are distributed exactly how you want and when you want.

Have the confidence that your personalized strategy can help meet your current needs, work toward your long-term goals, and help protect you and those you love.

Headshot Portrait of Will Worsham at The Resource Center

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 Bachelor 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 attending our estate planning meeting?

Anyone looking to learn about the steps they can take to help protect their estate after their death.

Is there a cost for your meeting?

No fee and no obligation.

Is something being sold?

No, this is only an informational meeting designed to help participants navigate estate planning basics and strategies.

Topics covered will include:

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.

What happens without an estate plan?

The potential for: probate court, feuds between siblings, no plan for dependents or special needs children and no healthcare directive when needed.

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

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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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