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.

classroom of adults learning about finances from instructor
Estate planning classroom in session

You might think Estate Planning is…

  • 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.

  • 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? 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.

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.

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.

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.

Frequently Asked Estate Planning 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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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize insurance products.  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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