Education is important to us. We believe that when people understand their options and how the law can be used to their advantage, they can make better plans for themselves and their families. Here is a short description of our free educational workshops that we offer on a regular basis. If you would like to know when and where our next workshops will be scheduled, please call our office (419-872-7670) for details and to make your reservations. 

“Protecting Your Family with a Living Trust”

In these workshops, we examine the essential elements of effective estate plans. We answer questions about:

• AVOIDING THE PITFALLS OF PROBATE, saving considerable expense and time for your loved ones, and maintaining control over your assets, 
• PROTECTING BENEFICIARIES by using a Living Trust to guard against "Life Risks" like creditors, divorce, or disability,
• SAVING TAXES on your estate, maximizing the amount to be passed to your loved ones, and
• CALCULATING THE TRUE COST of your estate plan so you can really understand what is best for you and your loved ones.

"Medicaid Planning"

     In these workshops, we look at the cost of nursing homes and long-term care, and discuss:

• Planning for Nursing Home Care
• the Myths of Medicaid Qualification
• Protecting your Assets and Income from a Nursing Home Spend-Down

“Estate Planning for Parents”

These workshops focus on the special planning needs of parents with younger children (up to age 18). In them, we look specifically at how to:

• Name the Right Guardians (of the Person)
• Avoid the Pitfalls of a Guardianship (of the Estate)
• Leave a Legacy of Values, Hopes, and Dreams

"Family Education Workshops"

Our Family Education Workshops are available exclusively for members of our Trust Annual Maintenance Program ^TM. The purpose of our Family Education Workshops is to help our clients and their helpers have a better understanding of the workings of their trust plans. We have found over the years that the more our clients and their families understand their estate plans, and the more prepared they all are, the better the plan will work. 

In these workshops, we re-examine the benefits of planning with a Living Trust plan (protections, control, and saving money), and discuss how trusts operate during different phases of their operation. We look specifically at what happens if a Trustmaker becomes disabled, what happens when a spouse passes away, and how separate trust shares are ultimately created and administered for the trust beneficiaries.

Serving clients with Living Trusts, Wills, Elder Law issues, Medicaid and Veterans Planning, Probate Estates and Trust Administration, Business Law and Business Planning, and Real Estate Law in Perrysburg and Wood County, Ohio, as well as clients in Toledo, Maumee, Sylvania and all of Lucas County, and Fulton, Henry, Defiance, Sandusky and Ottawa Counties.

Protecting Those You Love and Preserving What You Have.