Free Workshops
Click below to register for one of our FREE Estate Planning workshops!
This seminar is designed to help you and your family avoid the most common (and costly!) estate planning mistakes most people make, either by failing to plan or planning the wrong way.
An estate plan is vital for any individual, couple or family that has assets and people they care about. It’s time to make sure your Estate Planning is current and in good working order. You will learn various methods on how your family can be protected from unnecessary legal fees and wasted time with Probate and potentially prevent the loss of your hard-earned assets from a nursing home or other looming threats to you or your loved one. This seminar will provide you with facts that are straightforward and easy to understand.
Here's just some of you'll learn in this free workshop...
- Powers of Attorney and other essential estate planning documents every person needs.
- How Probate works and why you may want to avoid it for your family.
- Potential pitfalls of “Payable on Death” and “Transfer on Death.”
- How to protect your home and your savings if you end up in a nursing home.
- How the new SECURE Act affects your trust and/or retirement accounts.
- Wills vs. Trusts… How do they work?
- Why putting property in children’s names may be a mistake.
- Tax basics, including simple and powerful tax reduction techniques.
- How you may be able to protect assets inherited by your heirs from lawsuits, divorce, and other claims.
Meet The Speakers
Rachael A. Houck (CELA)
Owner & Attorney
Rachael is a Certified Elder Law Attorney and is a founder of HM Law.
Mike Menninger
Owner & Attorney
Mike is a Certified Specialist in Estate Planning, Trust & Probate Law and is a founder of HM Law.