FREE WEBINAR: The Essentials of Wills and Trusts
Jan 22, 2025 – Jan 22, 2025
Can’t join us in person? No problem! Our webinar, "The Essentials of Wills and Trusts," makes it easy for you to learn from the comfort of your home. Led by Michael Monteforte Jr., an estate planning expert with more than 20 years of experience, this session will guide you through the key steps to protect your family’s financial future.
Event Details:
Date: January 22nd, 2025
Time: 12:00 PM – 1:30 PM EST
Platform: Zoom Meeting
In this seminar, we’ll break down:
- Healthcare Directives for Peace of Mind: Discover how Healthcare Proxies and Living Wills make sure your medical wishes are respected, especially in unexpected situations.
- Planning for the Unexpected: Prepare for life’s curveballs with a comprehensive plan that covers all bases for your family’s future.
- Avoiding Legal Nightmares: We’ll show you how to avoid probate that can drain your estate and put a heavy emotional burden on your loved ones.
- 4-Step Asset Protection Plan: We’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm. Our process is easy, clear, and tailored to your unique needs.
What to Expect:
- Exclusive Offer: Every attendee will receive $500 off a personalized estate plan—an opportunity to invest in your family’s future before the year ends. Plus, invite a friend to join our online meeting and receive an additional $150 off!
