Planning for
Young Families?

We help you protect your stuff

Workshops

First, Select a city to register for a live in-person workshop.
Cranberry
Canonsburg
New Castle
Butler
Bridgeville
Come To A Workshop!

In The Workshop, You’ll Learn:

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Wills vs. Trusts
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How to maintain control of your life savings
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All about Medicaid eligibility for the Nursing Home
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Assets Protection from long-term care costs
Connect With Our Team Register for a Free Workshop
Let’s Get Started!

Our Proven Estate Planning Process

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1
Workshop

We teach you the secrets of asset protection in a simple 2 hour live seminar.

2
Blueprint

A Workshop designed to educate you on your options so that you can make informed decisions.

3
1-1 Attorney

We meet 1 on 1 to discuss the specificities of your unique estate plan.

4
Review

We send drafts and videos review your plan with you – make any changes needed and creating your Funding Plan.

5
Sign Your Plan

We make it official by signing the documents and funding your accounts!

Red Wagon Club
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See Available Workshops About the Red Wagon Club
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