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 13

February 10

March 10

2^nd Quarter

April 7

May 5

June 16

3^rd Quarter

July 14

August 11

September 8

4^th Quarter

October 6

November 3

December 1

 IRA Preservation - Asset Protection Planning

Dates:

1^st Quarter

Wednesday,

May 13

2^nd Quarter

TBA

3^rd Quarter

Thursday,

July 9

4^th Quarter

Thursday,

October 15

Medicaid Planning

Dates:

Tuesdays

1^st Quarter

January 20

February 17

March 17

2^nd Quarter

April 14

May 12

June 23

3^rd Quarter

July 21

August 18

September 15

4^th Quarter

October 20

November 17

December 8

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

May 19

2^nd Quarter

3^rd Quarter

October 13

4^th Quarter

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