Regularly we hold seminars with tried and true topics such as “What Every Retiree Needs to Know About Wills, Living Wills & Living Trusts,” “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 seminar is titled:
7 Ways Our Trusts Can Save You Money and Protect Your Spouse, Your House and Your Family from the Government
We invite you to spend the afternoon with Attorney Beckie J. 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. Beckie 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! Call now to sign up!
Our free seminar will help you learn what you need to know to protect your spouse, your house and your family from the government. Our seminar will be held twice this month on:
Tuesday, May 7, 2019, at 10 am & 2 pm
Tuesday, May 21, 2019, at 10 am & 2 pm
Attendance at this seminar is free, but SEATING IS LIMITED! You can reserve your spot by calling (360) 857-0858. If you don’t get through the first time, leave a message and we’ll call you back.
Looking forward to seeing you in May!
Beckie J. Pettis J.D.
Karen L. Webber J.D.
Margaret Madison Phelan J.D.
Phelan Webber Pettis P.S.