FREE WORKSHOP

Knowing your options.

Protect Your "Stuff" in 3 Easy Steps

When it comes to sorting facts from fiction in estate planning, we provide leadership. We help our clients, as well as professionals in the field, create individual solutions that work.

We offer the "Protect Your 'Stuff' in 3 Easy Steps" complimentary workshop designed to teach fundamental estate planning concepts. We'll teach you how everything fits together.  Day, evening and weekend sessions are regularly available.  This is the first, and most important step in your planning process!

It's all about your family!

What we teach
 

We teach key estate planning concepts

 

What are the 3 Steps to protect your "stuff", your family, and everything in between?  This includes?

 

  • Powers of Attorney

  • Living Wills

  • Wills

  • Trusts (Revocable and Irrevocable)

  • Probate and Trust Administration

  • Medicaid

  • Guardianship and Conservatorships

  • Special Needs Planning

 

Documents vs. Planning

 

There is more to Estate Planning than many people realize.  At the workshop you will learn that documents are just documents...they don't do anything.  Planning is what brings your voice into your "documents" and can accomplish your goals and successfully protect your family if something should happen to you.

 

Other Key Concepts

 

  • What is probate, and do you even need it?

  • What is the difference between a Will and a Trust

  • What is the difference between a Power of Attorney, Healthcare Power of Attorney and a Living Will...and which one do you even need?

  • What are the rules for Estate and Gift Taxes?

  • Will it take 60 months for my "stuff" to be safe? (Medicaid)

  • How can you provide for your disabled beneficiaries without jeopardizing their benefits?

  • Should you just give your "stuff" away to family, kids, friends or others?

  • What are your options to pay for Long-Term Care?

  • Why is it important to Maintain your plan after you've completed the "documents"?

  • Why do most Estate Plans fail to work?

 

What to expect
 

We teach key estate planning concepts

 

What are the 3 Steps to protect your "stuff", your family, and everything in between?  This includes?

 

  • The workshop is free and is complimentary

  • John Rehbein will teach the workshop

  • We teach through easy-to-understand stories and examples

  • You will have fun and learn a lot of relevant information

  • You will schedule your complimentary 60-minute one-on-one Vision™ meeting after

Who to bring
 

Anyone and everything.

Bring your family, friends, relatives, co-workers or even your Accountant, Financial Advisor or any other Professional that you work with!  Our team approach starts at the workshop.  You will find your planning is more comprehensive and meaningful to you the client with everything on the same page.

What to bring

 

Yourself and guests.  That's it.  We provide the rest.

 

We provide cookies, coffee, ice water and tea at every workshop.  We also provide you with the workshop materials and a pen to take notes.

 

 
Workshop location

First Interstate Bank Building

2728 Colonial Drive

Community Room

Helena, MT

 

Park in the bank of the bank - there is not a front entrance to the Community Room.

Next step
 

Register for an upcoming workshop!

 
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 TopFloor, 130 Neill Avenue, Helena, MT 59601     |     (406) 204-3415

 

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Estate Planning Montana is a division of CCM | CGCM | Generational Justice

© 2018 Generational Justice

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