As we prepare financially for our future, there are many aspects that must be considered in order for that vision to be manifested.

Do you want to give your wealth in a lump sum (Will) or do you want your wealth to be distributed annually for the next 75 years (Trust)?
If you choose a will, how do you decide what to give to whom?
If you choose a trust, who will be the next trustee and how will they know how to manage the trust?
Is there a way to avoid Probate (the legal aspect of choosing a will over a trust)?
How can having Long-Term Care insurance protect your wealth and enable you to pass your wealth on to the next generation?
What can you do if your health challenges disqualifies my from securing Long-term Care insurance?
Can anything trump or override the directives in a will?
How do you handwrite a will?
What steps do you take to establish a trust?

These questions and many more will be answered during a 2-hour seminar. We would enjoy coming to your church or community center to give you guidance on how to manage your assets in your silver years so that you can pass those assets to the next two generations.

Check out our calendar for dates and locations of this seminar. You can register here.

See you soon!

Melody Gardner, JM, MACE, BSN

Founder and CEO, Hesed, Inc.

1-Day Retreat

Spend the day with us refining and honing your ideas and objectives.

1-Day Retreat