FREE SEMINAR: Protect Your Financial Legacy

July 11th, 2024

Lancaster, OH

4:00 PM - 6:00 PM

REGISTER NOW: SPOTS ARE LIMITED!

Questions We Will Help You Answer At Our FREE SEMINAR:

  • Are your home and assets set up to avoid the cost of probate?
  • How do you protect your home and assets from a nursing home/Medicaid spend down?
  • Why choose a trust to protect your family’s home & hard-earned savings?
  • Are your retirement plans/IRAs protected?
  • Could gifting assets to loved ones outright in their own names potentially harm both them and you?
  • Do you need 2nd marriage protections to keep your assets in your bloodline?

 

You will also have the opportunity to engage directly with attorney Tim Jarvis. Feel free to ask any questions you have about Trusts, Probate, Wills, and more after the Seminar Concludes.

 

Additionally:

 

  • Complimentary refreshments will be offered during the seminar
  • An informational Booklet about the above topics will be provided.
 

THE ONLY WAY TO GET THE ANSWERS IS TO SIGN UP FOR OUR FREE SEIMAR!

What To Expect At Our FREE Seminar

For over 20 years, we’ve helped thousands of families, just like yours, navigate the complexities of Estate Planning and Elder Law—our areas of specialization and our exclusive focus. With our wealth of knowledge and dedicated staff, we’re equipped to help you prepare and bring you the peace of mind you deserve for the second half of life.

 

In our free seminar, you’ll learn about:

 

 

  • Probate: What it is and how to avoid its costs.
  • Trusts: Understanding the benefits of trusts in estate planning and asset protection.
  • Wills: Understanding the significance of wills and ensuring that your wishes for asset distribution are honored.
  • Medicaid Spenddown: Protecting your home and assets from it.
  • And more
03.19.24 Shadyside Workshop

LOCATION

OU Inn
Ohio Uninversity Inn

LOCATION: Lancaster Moose Lodge Chapter 955

ADDRESS: 1201 Sugar Grove Rd. SE, Lancaster, OH 43130

PARKING: Accessible Parking near the front of the building.

AREAS OF PRACTICE

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