Estate & Business Law Group, P.C.

• Would you like to plan for yourself and your loved ones without giving up control of your affairs?

• Would you like to give what you have to whom you want, when you want & the way you want?

• Would it feel better to avoid the hassle of court involvement and reduce unnecessary fees and costs?

• Would it look different if your loved ones had their inheritance protected from “predators” because of your proper planning?

If you have answered “Yes” to any of the questions, you are invited to sign up for "The Truth About Estate Planning"

The Truth About Estate Planning

Fundamentals of Proper Estate Planning

A Workshop for prospective Estate Planning Clients

Dates:

Tuesdays

1^st Quarter

January 12

February 9

March 9

2^nd Quarter

April 6

May 4

June 15

3^rd Quarter

July 13

August 10

September 7

4^th Quarter

October 5

November 2

December 7

 IRA Preservation - Asset Protection Planning

Dates:

1^st Quarter

Tuesday,

February 23

2^nd Quarter

Wednesday,

May 12

3^rd Quarter

Thursday,

July 8

4^th Quarter

Thursday,

October 14

Medicaid Planning

Dates:

Tuesdays

1^st Quarter

January 19

February 16

March 16

2^nd Quarter

April 13

May 11

June 22

3^rd Quarter

July 20

August 17

September 14

4^th Quarter

October 19

November 16

December 14

Trustmaker & Trustee

Hands-on workshop that covers the roles & responsibilities of Trustmaker & Trustee

Roles & Responsibilities of Trustmaker & Successor Trustees

A Workshop for our AMP clients,

Dates:

Tuesdays

1^st Quarter

2^nd Quarter

May 18

3^rd Quarter

October 12

4^th Quarter

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