attend an educational seminar

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Please note: there is a $39.00 fee for the cost of materials for these classes.

This event is held in two sessions:

Session 1: Wed, Oct 21st at 6:30pm-8:30pm

Session 2: Wed, Oct 28th at 6:30pm-8:30pm

Content we will be covering:

1. Life Planning
2. Plan Distributions
3. Investments
4. Needs & Expenses
5. Risk Management
6. Roadblocks & Mistakes
7. Estate Planning
8. Income Sources

This event itself is free, but there is a small cost for the book that goes along with this course.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.

Content we will be covering:

1. Choosing between a Will and a Trust.
2. The two types of trusts: Revocable & Irrevocable.
3. PROBATE – what is it, why does everyone want to AVOID IT?
4. How to avoid losing my life savings and my home to long term care costs?
5. If I die first, and my spouse remarries, will my kids still get the money?
6. Why putting property in children’s names is a mistake.
7. How do I keep my assets in the family and protect my children’s inheritance from their spouses, future ex-spouses, creditors, lawsuits and other claims?
8. How can I protect my assets and access to Medicaid to cover nursing home, assisted living and in-home care costs?
9. Safeguarding an inheritance from Oklahoma and Federal Estate Taxes.