Regularly we hold seminars with tried and true topics such as “What Every Retiree Needs to Know About Wills, Living Wills & Living Trusts” or “7 Secrets You Need to Know (to Protect Your Home, Your Assets, and Your Family From the Costs of Long-Term Care)” or “Costly Myths of Estate Planning: What You Really Need To Know.”
In January of most years we have our popular “Get Your Ducks in a Row Seminar.” Other times we offer special topics.
Our upcoming seminars are titled
“Trusts: What You Need to Know When Life is Not Predictable!”
Tuesday, September 22, 2020, at 11 am & 2 pm
and
Tuesday, September 29, 2020, at 11 am & 2 pm
We invite you to spend a morning or afternoon with an attorney from Phelan Webber Pettis to discuss ways to protect your money, your spouse, your family and your house from the government. In planning for seniors for over twenty years, we find that trusts are a very versatile tool in protecting our clients and helping them achieve their wishes. We want to share some of our insights with you.
Trusts come in all shapes and sizes and often seem mystical or complex. Let us explain in no nonsense plain language what a trust is, how it operates and how it can work for you. Our attorney will share a story of how a trust could have helped a family avoid unintended consequences. Then, we’ll use examples to explain our favorite seven kinds of trusts. Be proactive and come join us so that you can take advantage of these tools to make sure you don’t end up in a catastrophic circumstance! Sign up now!
Our free seminar will help you learn what you need to know to keep yourself and your loved ones safe now and in the future.
RESERVED SPOTS ARE LIMITED: CALL NOW — 360 857-6025 or complete the form below.
Please fill out and submit the form below to reserve a spot at one of our upcoming free seminars.
Your information is used for the express purpose of registering you for this event. Please know your information is kept confidential and will not be shared with any entity outside of our office.
Looking forward to seeing you soon!
