In this Zoom VIRTUAL workshop, you will learn:
- How to avoid taxes “eating” your home
- Who qualifies for Veteran’s Exemptions
- A tax gift you can leave your kids
- How to save the family farm from the taxman
About Bill: Bill is passionate about helping families with their Estate Planning. “I want to make sure their choices matter so they can preserve their assets and pass on a legacy.” Bill grew up on a farm, sold sweet corn door to door, worked his way through college and graduated Magna Cum Laude from Law School. Bill also hiked 500 miles across northern Spain on a pilgrimage to the Cathedral of Santiago de Compostela. He co-founded a software company. Bill brings his diverse background and middle-class values to serving our clients.
Sign up now and join us for this Educational Series ZOOM Webinar. Once you have registered, you will receive an email with details on how to access the webinar.
We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.