FREE Workshops
Estate Planning, Asset Protection, and Medicaid Planning Workshops
Join attorney Andrew Rosenberg for a FREE informative and interactive workshop that covers essential topics on estate planning, asset protection, and Medicaid planning. Whether you’re just beginning to plan for the future or need to update your current plans, our workshops provide valuable insights to help safeguard your family and financial legacy.
Workshop Highlights
During our workshops, you’ll learn how to:
- Maximize the inheritance you leave to your loved ones.
- Avoid the costly pitfalls of putting assets in your children’s names.
- Understand the key differences between a will and a trust.
- Protect your hard-earned assets from being spent down before you qualify for Medicaid.
- Sidestep the expenses and delays of probate.
- Keep your personal and financial affairs private.
- Protect yourself in the event of a disability.
- Avoid common estate planning mistakes.
And so much more…
Our workshops are designed to offer practical strategies for protecting your home, savings, and family from costly mistakes, including how to plan effectively for Medicaid eligibility without depleting your assets.
Meet Your Presenter
Testimonials
Learn More About Our Upcoming Workshops
Interested in attending? Complete the form on this page to find out more about our upcoming workshops. You’ll receive details on the topics we cover, locations, and how to reserve your spot. These events are free, but seating is often limited, so don’t miss your chance to get expert guidance on planning for your future.