Estate Planning Strategies
In partnership with Will Worsham of Worsham Law Firm
Register for our next meeting
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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.
You might think Estate Planning is…
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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.
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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? 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.
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.
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!
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.
