Schedule Your Estate Planning Consultation OR "Don't Go Broke" Strategy Session 404-549-5001

125 Clairemont Ave., Suite 550,
Decatur, GA 30030

404-549-5001

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10 events found.

Events

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  • July 2026

  • Thu 2

    Honoring Our Veterans: Exploring Long-Term Care Benefits and Resources for Those Who Served

    July 2@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: Who is eligible to receive under the VA Wartime Pension/Aid & Attendance? What are VA pension rules...

  • Thu 9

    Aging in Place: Pitfalls & Remedies

    July 9@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is Aging in Place? What are the statistical trends for Agign in Place? What are the...

  • Thu 16

    Unlocking the Power of Trusts: An Introduction to Trusts in Estate Planning

    July 16@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is a Trust? How is a Trust different than a Will? How is a Trust different...

  • Thu 23

    Don’t Go Broke: How to Use Medicaid Strategies for Long-Term Care Before You Lose It All

    July 23@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is Medicaid? What are the eligibility requirements for Medicaid-Nursing Home? What is a “resource”? What is...

  • Thu 30

    Trusts as Alternatives to Wills

    July 30@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What are the 3 key negative to Probate? What are the 6 main reasons for a Trust?...

  • August 2026

  • Thu 6

    Becoming the CEO of Your Parent’s Life: Cultivating the Right Mindset for Family Caregiver

    August 6@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is the CEO/CFO Blueprint Vs. “Parent Of Parent” Model Of Caregiving? What are some mistakes that...

  • Thu 13

    Unlocking the Power of Trusts: An Introduction to Trusts in Estate Planning

    August 13@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is a Trust? How is a Trust different than a Will? How is a Trust different...

  • Thu 20

    Special Needs Trusts 101: Key Estate Planning Strategies and How to Avoid Common Pitfalls

    August 20@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is a Special Needs Trust? Why would you want to create a Special Needs Trust? What...

  • Thu 27

    Probate: Exploring the Good, the Bad, and the Ugly

    August 27@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What is Probate? What are the "costs" of Probate? Why do you want to avoid Probate? How...

  • September 2026

  • Thu 3

    Advanced Trust Strategies: Maximizing the Benefits of Trusts in Estate Planning

    September 3@1:00 pm - 2:00 pm

    Questions That Will Be Answered In This Seminar: What are the basics everyone should know about Trusts? What are some primary reasons that a person...

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