Featured webinar
Estate Planning Masterclass: What You’ll Learn and Why it Matters
Learn how the Estate Planning Masterclass will help better prepare you for your Estate Planning Consultation and give you the tools you need to start your Estate Planning Journey.
Upcoming Financial Education Seminars
The Newnan Centre
FREE LIVE Seminar
Tuesday, October 13th
11:30am and 6:30pm
Hilton Garden Inn Atlanta/Peachtree City
FREE LIVE Seminar
Tuesday, October 20th
11:30am and 6:30pm
All Webinars
10 webinars
7 minAnnual Maintenance Plan
One of the most important parts of Estate Planning is keeping your plan up to date. We make this process easy for you through our Annual Maintenance Program (AMP).
5 minEstate Planning Masterclass: What You’ll Learn and Why it Matters
Learn how the Estate Planning Masterclass will help better prepare you for your Estate Planning Consultation and give you the tools you need to start your Estate Planning Journey.
22 minLiving Probate, Death Probate, and Taxes!
Understand the difference between Living Probate, Death Probate, and most importantly what planning steps you can take to avoid probate and minimize estate taxes.
13 minLong Term Care and Asset Protection Strategies
Learn how a Revocable Living Trust or a comprehensive Last Will and Testament can protect assets from Long-Term Care and Nursing Home costs, as well as other important Asset Protection Strategies.
8 minThe Power Behind the Plan
This video will help you understand the power behind a properly constructed Estate Plan: the Financial Power of Attorney and the Advance Directive for Health Care.
10 minWhat Happens at a Consultation
In this video, we will explain what happens at an Estate Planning Consultation and the steps you can take to prepare and ensure that you make the most of your meeting.
8 minWhat is an Estate Plan
In this video, we will explain what constitutes an estate and why it is so important to have a comprehensive estate plan.
4 minWhat is your Greatest Financial Fear
Understanding this question is often the starting point for better planning. When we ask this question, most people answer running out of money. But what can cause this to happen?
17 minWill vs. Living Trust
In this video, we will explain the difference between a Will and a Living Trust and help you decide what is the best tool for your family's situation and long-term goals.
9 minWorking with an Estate Attorney
In this video, we explain the elements of a complete estate plan, what you can expect when working with an Estate Planning Attorney, and the range of fees you can expect to pay for different types of estate plans.