FREE Online Presentation

Estate & Legacy Planning

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In this educational and informative webinar, you will be guided to make sure you know what you need to have a plan that will work when your family needs it most.


And if you have kids, you will learn how to ensure they are taken care of by the people you want, in the way you want, no matter what.


You'll be able to take charge and know you have done the right thing by your family.

You'll also discover:

  • The best way to title assets to ensure that your family doesn’t get stuck in court or conflict if you become incapacitated or when you die.
  • How to ensure that the assets you do leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy.
  • Why preparing for your possible incapacity is the best gift you can give your family.
  • How to pass on more than just your assets, and leave a true legacy.
  • That facing the reality of your death (and planning for it) is the path to creating a life worth living.

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David will guide you to take charge and ensure you have done the right thing for the people you love.

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