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. 

The “Made Simple Series™” 2011 Programs

In 2010 we rolled out an all-new Made Simple Series™ of programs. We 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. The 2011 Made Simple Series™ includes the following:
 

Estate Planning Made Simple™ What got my parents started? How does all of this look from their perspective? (And, maybe I should start on my planning!)	Offered Monthly! Check website for Introductory Workshop dates.
Disability Transitions Made Simple™ Focuses on how to be prepared for, and then handle smoothly, the disability of our client	Recorded LifeSpan™ webinar available online! Go to Online Education Live program being planned for 2012
My Spouse’s Estate Made Simple™ What happens at the death of the first spouse in a married couple’s estate plan.	Live presentation was June 18, 2011.  The video recording can be viewed and materials downloaded by going to our exclusive Client Resources area!
Receiving My Inheritance Made Simple™ When the trust/estate is being divided up, after the clients have passed away, how does it look and work from the heirs’ point of view?	September 8, 2011, 6pm in Bloomington, IL November 26, 2011, 9am in Salem, IL
Receiving Wisdom Made Simple™ So much of estate planning is concentrated on just the money and property. This program looks at the family values, stories, heritage and wisdom, coupled with personal possessions that carry meaning and history	Live program being planned for 2012 (Most recent live program was November, 2010)

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.

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.