An estate plan is a set of powerful tools that protect your wealth and furnish…
Knowledge is Power
Happy New Year to you and yours! It is my hope that 2016 has started well and will be a prosperous year. Our firm has prided itself on being a resource to our community, clients and allied professionals since we opened our doors in 1997. We provide free monthly workshops in our offices and give presentations throughout our community and the four-state area all year.
We also have many written resources that we provide through our website, ProtectingWealth.com, but I very rarely release these directly to the public. Today I am providing one of our valuable booklets as well as a Medicaid white sheet to you as free resources, or you can visit ProtectingWealth.com to view our entire selection of booklets. Additionally, you can check out our YouTube channel for video resources, and our social media pages for more frequent tidbits.
We have a few seats still open for our workshop in mid-February, and I would like to invite you and your loved ones to attend. These workshops are designed to not only answer your questions about estate planning, but also to make you aware of numerous often unknown options. Please join me to learn more about the asset protection options available to you, or contact our office today to schedule a consultation.
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