Seminars

Discover How to Protect Your Assets and Provide for Your Loved Ones

Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join attorney Allen Leavitt for a special ONLINE 90-minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.

Who Should Attend the Workshop?

If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.

On this webinar you’ll learn:

• The Advantages and Disadvantages of Wills and Living Trusts.
• Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
• How to plan before you need Long Term Care or Medicaid qualification to help pay for nursing home expenses which are over $10,000 per month locally.
• How probate works and more importantly, how you can avoid probate altogether.
• How to protect your children’s inheritance from their future claims including ex-spouses, lawsuits, and more.
• Whether your current living trust is worth what you paid for it.

Spouses are encouraged to view it together.

Discover How to Protect Your Assets and Provide for Your Loved Ones

Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join attorney Allen Leavitt for a special ONLINE 90-minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.

Who Should Attend the Workshop?

If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.

On this webinar you’ll learn:

• The Advantages and Disadvantages of Wills and Living Trusts.
• Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
• How to plan before you need Long Term Care or Medicaid qualification to help pay for nursing home expenses which are over $10,000 per month locally.
• How probate works and more importantly, how you can avoid probate altogether.
• How to protect your children’s inheritance from their future claims including ex-spouses, lawsuits, and more.
• Whether your current living trust is worth what you paid for it.

Spouses are encouraged to view it together.

Steps to Take and Mistakes to Avoid
When Planning for Your Loved Ones

Individuals with special needs or disabilities often require a lifetime of care. As such, parents must plan early to ensure there are enough financial resources set aside and that foundational safeguards are in place to guarantee a secure future if their caregiver is no longer alive or physically able to provide care for them someday.

Our free workshop will help you alleviate any worries you may have about your loved one’s future and empower you with options and simple resources to stay in control.

You will learn:

• How to pass money to a child with disabilities so they are never disqualified from receiving government benefits
• How to prepare future caregivers to manage your child’s affairs if you ever become sick, disabled, or pass away and can no longer provide care
• Easy ways to “fund” a lifetime of care for your child. We’ll show you how to utilize solid legal strategies and financial tools to ensure your child is financially secure both now and throughout their life

Join us to have your questions answered and learn more about how estate planning can supplement your government benefits to protect your loved one’s future.

Fill out the form to RSVP!

Presented by: Estate Planning Attorney Allen Leavitt, of Leavitt & Leavitt