There is a right way and a wrong way to plan your estate.
This LIVE workshop helps you get started
the right way.
You don't know what you don't know.
There are so many laws, services, accounts, and strategies you could use when planning your estate.
You shouldn't be expected to know it all or plan by yourself.
You need a guide to help you.
We know it's a lot.
Where do you start?
How do you protect what you've worked for?
How do you save your family from stress & worry?
You don't have to do this all on your own.
You don't have to come up with the answers to all these questions on your own!
Imagine having a trusted resource for all your estate planning needs.
We've gathered the information you need to start making decisions. Now, we are giving that information to you.
Laws are made to protect you.
Without proper guidance, they can hurt you.
PDF Download: Estate Plan
Question & Answer
FREE VISION MEETING
Let's get started right now!
You can get started now so the stress is eliminated later. Our workshop gets you started the right way!
Because when you're educated,
you get a better outcome.
Our LIVE Workshop comes with:
Imagine eliminating the worry and stress of money, wills, and care! Imagine your family celebrating your life without worry or confusion.
We have navigated this system successfully for 30 years.
Mitchell comes from a long line of Memphians dedicated to serving people. In addition to a Law Degree, Mitchell has a Masters in Tax Law and is a member of Lawyers with Purpose - a group that specializes in Estate Planning.
With 30 years of experience in this field, Mitchell's mind and passion are aligned for details and problem-solving.
If you believe
your estate should be protected
and your assets secured,
Depending on where you are in life, Estate Planning could include some, or all of the following:
Durable Power of Attorney
Medical Power of Attorney
Last Wills & Testaments
Advanced Care Directives
It's not right to continue ignoring the need to plan.
Your family shouldn't have to figure this out after you're gone.
What is your process?
You're already in the right place! 95% of the time, the best first step is to learn about Estate Planning so you have the chance to ask specific questions during your vision meeting.
How do I schedule a vision meeting?
I'm excited you're excited!
What topics do you cover in this workshop?
As an Estate Planner Lawyer, there are lots of categories that need to be addressed. I'll help you identify the areas of legal work that you need the most. These may include, but are not limited to:
• Care Directives
• Probate Assets
• Jurisdiction Assets
What is a Vision Meeting?
A vision meeting is a personal deep dive into your current, unique situation.
This meeting normally has a fee of $350, but if you attend a workshop, that fee is waived.