Protect Your Family in 60 Minutes FREE Workshop

Learn how to avoid probate, save thousands in legal fees, and ensure your wishes are followed— without the confusion or high attorney costs.

500+

Families Served

20+ Years

Helping Families Plan With Confidence

Countless Hours

of Probate Stress Prevented

WHAT YOU NEED TO KNOW ABOUT "Wills, Trusts & Estate Planning" in 2026

If you're among the people who are on the fence about a will, trust or power of attorney, the best way to make smart decisions for your situation is to be armed with the facts.

Are you going to do a will someday, but you don’t know how to get started?

Or did you do it years ago and haven’t looked at it since?

Our lives are constantly changing with births, deaths, marriages, divorces. All of these events may necessitate changes in your estate plan.

Please Join us for this complimentary informational workshop in Brookhaven. We will discuss how to create a solid life after work plan. Seating is limited so sign up today!

Did You Know?

  • 64% of Americans say having a will is important, fewer than 32% have one.

  • Only 43% of those age 55 or older have a will or living trust.

  • 43% of U.S. adults blame procrastination as the most common barrier to estate planning.

Wills, Trusts & Estate Planning SYLLABUS

I. These Important Toopics will be Addressed:

  • Do I need a Will? Trust? Powers of Attorney? Health Care Directive?

  • How can I avoid the cost and delays of PROBATE?

  • How can I reduce Estate Taxes and leave more money to my loved ones?

  • How can I protect my assets from the devastation of Nursing Home cost?

  • Who will care for your underage children?

  • How will you keep your heirs from frivolously spending his/her inheritance?

  • Who gets your home, who inherits all of your bank accounts, who will get your assets?

  • Can you avoid family arguments over your belongings and keepsakes?

  • How can I create Tax-Free Income at retirement?

  • Who decides your healthcare or end-of-life decisions?

II. We will be Discussing

  • Do's and don'ts for transferring your assets (including your home or farm to your children)

  • The benefits of avoiding probate for your family

  • Protection from unexpected nursing home costs without nursing home insurance

  • How to reduce or eliminate many forms of taxation

  • The importance of having the right legal documents at the right time

If there's a common unaddressed problem in the financial plans of many adults of all income levels, it’s what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will.

Spouses are encouraged to attend!

Seating is limited. Register now!

Attend a Workshop

There is no cost to attend the workshop,

but you must register.


The goal of this workshop is to give you the tools you need to put together a solid life after work plan that will help to guide your family through the most stressful times. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth plan.

Villages Public Library at Pinellas Plaza

Conference Room 102

7375 Powell Rd #100, Wildwood, FL 34785
(
Direction)

Your Family’s Security Starts With a Plan.

It’s time to stop wondering “what if?” and start knowing your family, home, and wishes are protected — no confusion, no pressure.

How We Help Protect Your Family

Wills & Trusts

Understand your options and create a plan that actually works for your family.

Avoid Probate

Keep your family out of court and protect your privacy from public records.

Family & Guardian Protection

Name guardians and decision-makers you trust before emergencies arise.

Legacy & Peace of Mind

Give your family peace of mind and direction

when it matters most.

MAYBE THIS SOUND FAMILIAR

TO YOU AS WELL?

  • You keep meaning to do estate planning — but keep putting it off.
    Life gets busy, and it never feels urgent… until something happens.

  • You’re not sure if a will is enough — or if you need a trust.
    Conflicting advice has left you unsure what’s right for your family.

  • You worry about probate, court delays, or legal fees.
    You don’t want your loved ones dealing with stress, costs, or public records.

  • You’re unsure who would make decisions if something happened.
    Medical, financial, and guardianship choices aren’t clearly defined.

If this sounds like you,

don't worry - we can help!

1,250+ nationWIDE HAPPY MEMBERS

WHY OTHERS RECOMMEND US

"Loved everything so far"

I put off estate planning for years. After attending this workshop, I finally understood why I couldn't wait. Renee made everything so clear. We signed up the next day and now our family is protected.

- Sarah M., Raleigh

"My life changed forever"

Best free workshop I've ever attended. No sales pitch—just honest education. James answered every question we had. We left with a clear plan and peace of mind."

- Michael C

"Highly recommend this"

We thought estate planning was only for rich people. This workshop showed us why EVERYONE needs a plan. So glad we came. We're now protected and our kids are taken care of.

- David & Emily A.

STILL NOT SURE?

Frequently Asked Questions

Is this really free?

Yes! 100% free. No hidden costs. No obligation to buy anything. We just want to educate families nationwide about estate planning.

Will you try to sell me something?

No. This is an educational workshop, not a sales presentation. You'll learn what you need, and if you want our help creating your plan, we'll explain your options. Zero pressure.

I'm young and healthy. Do I really need this?

Yes. Estate planning isn't about age—it's about protection. If you own a home, have kids, or care about who gets your stuff, you need a plan. Unexpected events happen at any age.

I already have a will. Do I still need to come?

Probably! Many people with wills don't realize:

Wills go through probate (costly and time-consuming)

A trust may be a better option

Your documents may be outdated or incomplete

Come learn if your current plan is adequate or if you need updates.

Can I bring my spouse/partner?

Absolutely! In fact, we encourage it. Estate planning affects your whole family, so it's best if both of you attend.

What if I have more questions during the workshop?

We have a Q&A session at the end where we answer every question. There are no "dumb questions"—we want you to leave with complete clarity.

FEELING A BIT LOST OR HESITANT?

ASK US ANYTHING YOU WANT ON A 1 on 1 CALL.

Not sure where to start? We're here to help! Book a 1-on-1 call with us and get all your questions answered with personalized guidance.

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