August 21, 2024

Free Seminar: Planning for Long-Term Care Costs and Estate Protection – Ubly

Learn how to protect your assets - even when faced with long-term care costs - at our upcoming free workshop. Get the information you need to protect yourself and your loved ones. Dinner Provided. Space is limited, Register today!
August 21, 2024

Free Seminar: Planning for Long-Term Care Costs and Estate Protection – Lexington

Learn how to protect your assets - even when faced with long-term care costs - at our upcoming free workshop. Get the information you need to protect yourself and your loved ones. Dinner Provided. Space is limited, Register today!
January 16, 2024

Library Tour – Estate Planning Essentials: Wills, Trusts, and More

Join us for our FREE Library Tour discussing the essentials of estate planning, steering you clear of costly mistakes you must avoid. March 12-April 23
December 8, 2022

The Risks of Giving Adult Children an “Advance” on Their Inheritance

There are many reasons you might consider giving your adult children a portion of their inheritance now, while you’re alive and well. Maybe you’ve seen your […]