Family Education Program™

Our number one goal is to help our clients’ estate plans work. To really work, the plan must accomplish all of the clients’ objectives. One universal client goal seems to be for a smooth settlement of the estate when the time comes. To achieve this and other objectives, our clients embark on the LifeSpan Three Step Strategy™ of which Steps Two & Three are:

 

2. Commit yourself and your family to a continuing maintenance and education program

3. Secure appropriate assistance to assure your wisdom is received with the rest of your wealth

 

The Family Education Program™ is designed to help deliver the desired results. Specifically, as part of the “education” and “appropriate assistance” we provide workshops, videos and webinars to help our clients stay current in their understanding, and to bring the family members (and other ‘helpers’) into the process. (Go to Online Education for access to recorded webinars!)

 

Over the years we have provided several different “Nuts ‘n Bolts™” presentations. Some of these are available on DVD for checkout or purchase by client families. The best “all in one” comprehensive program we presented and recorded was referred to as the “Mixed Nuts” program, which compiled the most important parts of several other Nuts ‘n Bolts presentations into one long workshop. Feel free to call and purchase this to circulate among your family.

The weakness of the Mixed Nuts program was that it contained too much information presented in too short a time. As a result, in 2010 we rolled out an all-new “Made Simple Series™” of programs. Rather than trying to cover everything in one setting, we’ve identified five target areas to focus on in a series of shorter presentations. Some are offered each year, some will be recorded and made available by DVD or internet. Currently scheduled or available: