Workshops - Wylkan Estate Planning
 

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FREE ESTATE PLANNING WORKSHOPS

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

Discover the secrets to protecting yourself, your loved one, your assets, and your legacy.

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

Discover how to avoid threats and missteps so you can be confident, in control, and prepared in your estate planning. 

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Learn Estate Planning Essentials

Discover the secrets to effective planning. 

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Choose a Date that Works for Your Schedule

How to Protect Your "Stuff" in 3 Easy Steps Workshop - Maumee Office

January 11, 2023

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Protect Your "Stuff" in 3 Easy Steps Workshop - Maumee Office
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How to Protect Your "Stuff" in 3 Easy Steps Workshop

January 17, 2023

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Protect Your "Stuff" in 3 Easy Steps Workshop
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How to Avoid the 7 Threats to Your Estate Plan and Assets

February 7, 2023

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Avoid the 7 Threats to Your Estate Plan and Assets
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The Wylkan Fremont Office

1430 Oak Harbor Road
Fremont, OH 43420

Park behind the building in the old Kroger parking lot.

Upcoming Workshops

tree, family, estate planning, seminar

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

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Protect Your "Stuff" in 3 Easy Steps Workshop
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couple, threats, seminar, estate planning

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

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: How to Avoid the 7 Threats to Your Estate Plan and Assets
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essentials, workshop, estate planning

Learn Estate Planning Essentials

During this workshop, Attorney Wylkan will discuss estate planning basics—the why, what, and how of proper planning.

What will you learn?

  • How to control and protect your assets while you’re alive, if you become disabled, and even after you pass away
  • The legal documents everyone needs
  • The benefits of trusts and whether you need one
  • What is involved in the probate process and why you may want to avoid it
  • How to protect your assets against the high cost of long-term care, divorce, creditors, taxes, and other threats
  • How to qualify for Medicaid assistance to pay for nursing home care without losing your life savings

Workshop Registration

Please provide the following information to register for one of our upcoming workshops.

If you'd like to call, please reach us at (800) 635-1355.

Event: Estate Planning Essentials
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After attending one or both of these workshops, you will come away with clarity and the opportunity to schedule a free consultation with Attorney Wylkan to begin your plan for the future.

phillip wylkan, law, lawyer, attorney, estate planning

About Attorney Phillip Wylkan

Phillip T. Wylkan received his Bachelor of Science in Environmental Policy from Rutgers University and his Juris Doctorate from Lewis and Clark Law School, Portland, Oregon. Attorney Wylkan enjoys public speaking on such topics as Medicaid, Estate Planning, and current Elder Law issues with professionals, civic groups, and the public to help keep dialogue open in these important matters.

FREMONT
1430 Oak Harbor Road
Fremont, OH 43420
Phone: (800) 635-1355
Fax: (419) 332-5253

MAUMEE
1715 Indian Wood Circle, Suite 200
Maumee, OH 43537
Phone: (800) 635-1355
Fax: (419) 332-5253

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