Upcoming Workshops

Learn How to Protect Your "Stuff" in 3 Easy Steps

During this workshop, estate planning and elder law attorney Phillip Wylkan will detail the three steps involved in protecting your “stuff”: knowing the rules, knowing the threats, and knowing your options.

What will you learn?

• How to protect your hard-earned assets from the high cost of long-term care and other threats
• How to avoid the delays, frustration, and expense of probate
• The 7 reasons you need an estate plan
• The key planning documents everyone needs — and why
• Eligibility requirements for Medicaid and other sources of financial assistance to pay for long-term care
• The benefits of long term care insurance
• The advantages of trusts and the planning objectives they can help you achieve
• How to minimize or avoid estate and other taxes

Register for How to Protect Your "Stuff" Workshop

Learn How to Avoid the 7 Threats to Your Estate Plan and Assets

During this workshop, Attorney Wylkan will detail the greatest threats to your plan and assets including:

• Losing control over, and access to, your assets when you least expect it
• Not knowing the laws governing your plan
• Not knowing the threats to your plan and your assets
• Lack of preparation for the possibility of failing health
• Failing to "plan when you can"
• Not working with qualified professionals
• Not knowing the real costs associated with failing to plan

Register for How to Avoid the 7 Threats Workshop