Events & Education

estate_planning
Will or Trust? Which is Right for You? Learn about each Option - Explained In Plain English

What IS the difference between a Will and a Trust, and what choosing actually do for me while I'm alive, and my legacy after I'm going?

This is the fundamental question that brings many people to our Estate Planning practice. And so many attorneys and financial advisors make it sound complicated - couching explanations in "legalese" instead of plain English.

We're going to change all that during this event!

Coming Soon
Morning Session
Zoom Webinar
senior_planning
Elder Smart: Assessing Mental Capacity and Planning Ahead - In Plain English
Understand the importance of early detection of cognitive decline and how to use the Elder Smart tool to make informed decisions about your loved ones. 
Coming Soon
senior_planning
Elder Smart: Assessing Mental Capacity and Planning Ahead - In Plain English
Understand the importance of early detection of cognitive decline and how to use the Elder Smart tool to make informed decisions about your loved ones. 
Coming Soon
estate_plan
Will or Trust? Which is Right for You? Learn about each Option - Explained In Plain English

What IS the difference between a Will and a Trust, and what choosing actually do for me while I'm alive, and my legacy after I'm going?

This is the fundamental question that brings many people to our Estate Planning practice. And so many attorneys and financial advisors make it sound complicated - couching explanations in "legalese" instead of plain English.

We're going to change all that during this event!

Coming Soon
Evening Session
Zoom Webinar
estate
Estate Tax Strategies for the Affluent: Minimizing Your Tax Burden - In Plain English
Uncover advanced tax planning techniques tailored for high net worth individuals to maximize the wealth passed on to heirs.
Coming Soon
probate_law1
The Power & Problems of Probate: Understanding Its Role in Estate Planning
Demystify the probate process, its advantages and disadvantages, and how to decide if it's right for your estate plan.
Coming Soon
real_estate2
Protecting Your Real Estate Investments forYour Legacy - In Plain English

Strategies and considerations for those with significant real estate holdings, ensuring they are passed on efficiently and effectively.

Zoom Webinar

Will vs Trusts | Which is Right for You?

This webinar recording will walk you through Marty Fogarty’s unique, simple to understand breakdown of the most fundamental part of estate planning.

You’ll hear about how a Will is basically a letter to the Courts about what your wishes are. Probate Court is needed even if you have a will in place.

Then you’ll learn what a living trust is, how it works and what it can do for you and your legacy.

Have questions? Join us for a live event below or send us a chat message and we’ll respond as soon as we can.

couples
Estate Planning Essentials for High-Net-Worth Individuals - In Plain English

Dive into the unique challenges and opportunities for those with significant assets and how to ensure a smooth transition for their heirs. 

couple-planning
Must See
The Freedom Plan Trust Explained - Crafting Your Estate Plan Online, In Plain English
A comprehensive walkthrough of the Freedom Plan Trust, highlighting its benefits, the process, and how it empowers individuals to take control of their estate planning. 
Must See!
will or trust
Trust Administration Demystified - In Plain English
A deep dive into the intricacies of trust administration, its importance, and how to navigate the process seamlessly.
Coming Soon
mother-daughter
Elder Law Essentials: Safeguarding Your Loved Ones in Their Golden Years
Explore the key aspects of elder law, from healthcare directives to guardianship, and how to ensure your loved ones are well taken care of.
Zoom Webinar
family_wealth
Crafting a Legacy: How to Ensure Your Wealth Benefits Your Family
Delve into long-term estate planning strategies that not only protect your assets but also create a lasting legacy for your descendants.
Comingn Soon