Protect Your Legacy: A Special Workshop for Those Aged 55+ with Substantial Assets

Please look out for our upcoming dates in June, July and August!

Dear Mississippi Residents,

As you look towards the future, the security of your home, life savings, and the well-being of your children and grandchildren becomes more important than ever. With assets totaling over one million dollars, your estate planning needs are unique and require sophisticated strategies to ensure your legacy is preserved and passed on according to your wishes.

Why Attend "How to Protect Your Home and Life Savings" Workshop?

In our exclusive workshop, led by estate planning attorney Matt Perkins, you will discover the critical steps needed to safeguard your wealth and ensure your family's harmony. Here's what you'll learn:

  • The Power of Proper Planning: Understand why traditional wills may not be enough to protect your "stuff" and why trusts could be the solution you need.

  • Avoiding the Pitfalls: Learn how to prevent your assets from being eroded by nursing home costs, taxes, and legal complications.

  • Family Harmony: Strategies to avoid family disputes over assets and ensure your wishes are honored, keeping your legacy intact for generations.

  • Specialized Trusts: Insight into Revocable vs. Irrevocable Trusts and how they can be utilized to protect your assets and minimize taxes.

  • Medicaid Myths: Get the facts about Medicaid, what it covers, and how it affects your estate planning.

  • Staying in Control: How to maintain control over your assets while ensuring they are protected for the future.

Your Host: Matt Perkins

Matt is the author of “The Ultimate Guide to Wills vs. Trusts in Mississippi: How to Avoid Probate, Protect Your Nest Egg, and Make Sure You Don’t Leave a Mess for Your Family”, Matt has helped countless families and many of your neighbors in Mississippi navigate the complexities of securing their legacies. This workshop distills years of expertise into an accessible one-hour session designed to empower you with the knowledge you need.

Testimonials

Hear from those who have already benefited from our workshops:

  • "Great information Information was shared for better understanding of issues…" - Craig C.

  • "5 stars” - Jeff F.

Don't Wait Until It's Too Late

The decisions you make today will shape the future of your family for generations. With limited seats available, this workshop is an opportunity you won't want to miss.

Reserve Your Seat Now

Join us at "How to Protect Your Home and Life Savings" and take the first step towards a secure future for you and your loved ones. Click below to register and secure your spot in this life-changing workshop.

Workshop Details

  • Date: May 20

  • Time: 12:00 PM

  • Location: Merchants & Marine Bank - Community Room, Pascagoula, MS

  • Duration: Approximately 1 hour

Seats are limited to ensure a personalized experience. Reserve yours today and take control of your future.

RESERVE YOUR SEAT TODAY!