Beacon Legacy Group

Estate Planning Workshop
2026-01-06 16:00 - 17:00 (America/Chicago) | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Join us for a brief estate planning workshop designed to help you protect your assets, plan for incapacity, and ensure your wishes are carried out. Learn the essential tools every family should have to avoid unnecessary court involvement and protect loved ones.

Estate Planning Workshop
2025-12-16 16:00 - 17:00 | Oldham Theater, 15 Liberty Square, Sparta, Tennessee, 38583
Protect what matters most this holiday season. 🎄

Join us for a brief, family-friendly estate planning workshop where we’ll walk through wills, trusts, and powers of attorney in plain English so you can head into the new year with peace of mind, a clear plan, and your legacy protected.

Estate Planning Workshop
2025-12-08 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Give your family the gift of peace of mind this December. 🎁Our estate planning workshop will cover the essentials—wills, trusts, powers of attorney, and how to protect what you’ve worked for—so you can start the new year confident, prepared, and stress-free.

Estate Planning Workshop
2025-12-01 17:00 - 18:00 | Art Circle Public Library, 3 East St., Crossville, TN, 38555, United States
Join us this December for a festive and informative workshop on protecting your family and your legacy. Learn how to keep your estate out of probate, plan for incapacity, and secure your loved ones’ future—just in time for the holidays. Give the gift of peace of mind this season!

Enjoy light refreshments, connect with local families, and discover how a well-crafted estate plan can simplify your life and safeguard what matters most. Whether you’re updating an existing plan or starting fresh, this event will give you the clarity and confidence to start the new year prepared.

Estate Planning Workshop
2025-11-19 14:00 - 15:00 | Dominion Senior Center, 887 Woodlawn Rd, Crossville, TN, 38555
Join Beacon Legacy Group for an informative and down-to-earth workshop on how to protect yourself, your loved ones, and your legacy.
During this free session at the [Name of Senior Center], our attorneys will explain — in plain language — how estate planning works and why it’s one of the most important gifts you can give your family.
You’ll learn:

The difference between a Will and a Trust

How to keep your estate out of probate court

Ways to protect your home and life savings from long-term care costs

What powers of attorney and advance directives can do for you

Whether you already have a plan or don’t know where to start, this workshop will give you practical, easy-to-understand guidance and answers to your most common questions.
Come enjoy light refreshments, meet our team, and leave feeling confident about your next steps in protecting your future.
Space is limited — sign up today to reserve your seat!

Estate Planning Webinar
2025-11-19 12:00 - 13:00 | TN
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Join Beacon Legacy Group for a free educational webinar designed to help you understand how estate planning protects the people and assets that matter most.
During this session, our experienced estate planning attorneys will walk you through the essentials — from wills and trusts to powers of attorney and healthcare directives — and explain how each piece works together to keep your loved ones protected when life changes.
You’ll learn:

How to avoid probate and keep your estate private

What happens if you don’t have a plan in place

How to choose the right people to make decisions for you

Simple steps to protect your home, savings, and family

Whether you’re creating your first plan or updating an existing one, this webinar will give you the clarity and confidence to plan ahead — not just for yourself, but for the ones who depend on you most.
Reserve your spot today and take the first step toward lasting peace of mind.

Caring for Family & Protecting Your Future
2025-11-17 17:00 - 18:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
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Caring for Family & Protecting Your Future – Free Estate Planning Workshop
Your family’s well-being and your future security go hand in hand. At this free workshop, we’ll share the tools and knowledge you need to make confident decisions, avoid costly mistakes, and ensure your loved ones are protected.
You will learn how to:

Provide clear instructions so your family isn’t left guessing or fighting.

Protect your savings, home, and retirement from probate and court costs.

Understand wills, trusts, and powers of attorney — and how they safeguard your family.

Plan for healthcare and long-term care so your wishes are honored.

Create a plan that ensures your children, grandchildren, or loved ones are cared for.

Gain peace of mind knowing your legacy and family’s future are secure.

Safeguard Your Legacy: Estate Planning Workshop
2025-11-10 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
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Safeguard Your Legacy – Free Estate Planning Workshop
Join us for this free, informative workshop where you’ll discover how to protect what matters most. We’ll cover practical steps every family should take to ensure their wishes are carried out and their loved ones are cared for.
You will learn how to:

Safeguard your assets from unnecessary taxes, fees, and probate costs.

Understand the difference between wills and trusts — and how each works.

Protect your family from court battles and financial stress.

Plan for healthcare decisions and choose who will speak for you if you cannot.

Address long-term care concerns and strategies to protect retirement savings.

Leave a clear legacy plan that honors your values and provides peace of mind.

Secure Your Family’s Future Free Estate Planning Workshop
2025-11-03 16:00 - 17:00 | Oldham Theater, 15 Liberty Square, Sparta, Tennessee, 38583
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At this free workshop, you will learn how to:

Protect your hard-earned assets and keep them in the family.

Avoid probate court and the delays, costs, and stress it causes.

Understand the difference between wills and trusts — and which may be right for you.

Plan for long-term care and protect against nursing home spend-down.

Ensure your healthcare wishes are honored with powers of attorney and advance directives.

Provide a clear plan for your loved ones, reducing confusion and family conflict.

Secure peace of mind knowing your legacy is protected.

Avoid the Courtroom: How Smart Planning Protects Families
2025-10-27 16:00 - 17:00 | Magness Public Library 118 W Main St McMinnville, TN 37110
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Court battles over estates can tear families apart and drain resources. The good news? With the right plan in place, you can keep your loved ones out of probate court and protect them from unnecessary stress, delays, and expenses. In this workshop, you’ll learn how tools like wills, trusts, and powers of attorney work together to create peace of mind and prevent conflict.
We’ll cover:

Why probate can be costly and time-consuming.

How to avoid common mistakes that lead families to court.

Practical steps you can take now to protect your loved ones.

Walk away with the knowledge and confidence to build a plan that keeps your family safe, secure, and together.

From Concern to Confidence: Planning for Your Loved One with Special Needs
2025-10-20 16:00 - 17:00 | Putnam County Library, 50 E Broad St, Cookeville, TN, 38501, United States
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Special Needs Planning Workshop: Securing the Future for Your Loved One
October is Disabilities Awareness Month, making it the perfect time to focus on planning for the future of those we love with special needs. This in-person workshop will guide families through the essentials of special needs planning — from understanding Special Needs Trusts to preserving government benefits and ensuring lifelong care.
We’ll cover:

How to protect eligibility for SSI, Medicaid, and other benefits.

Why a Special Needs Trust may be critical for your family.

Steps to create a plan that provides financial security and peace of mind.

Practical ways to safeguard your loved one’s quality of life for years to come.

Whether you’re just starting to explore your options or need to update an existing plan, this workshop will give you clarity, confidence, and the tools to take the next step in protecting your family’s future.

Wills, Trusts, and Beyond: How to Secure Your Legacy
2025-10-13 16:00 - 17:00 | Art Circle Public Library, 3 East St., Crossville, TN, 38555, United States
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Many people believe a simple will is enough to protect their family, but estate planning often requires more. In this workshop, we’ll go deeper — covering the role of wills, the advantages of trusts, and the additional planning tools that can provide true peace of mind. You’ll learn how each option works, which may be right for your situation, and how to avoid common mistakes that leave families vulnerable.
We’ll also discuss how proper planning can:

Protect your assets from unnecessary taxes and probate.

Ensure your healthcare and financial wishes are honored.

Provide for children or loved ones with special needs.

Reduce family conflict and stress during difficult times.

Whether you’re just starting your planning journey or need to update an outdated plan, this workshop will equip you with the knowledge and confidence to take the next step toward securing your legacy.

Estate Planning Essentials: What Every Family Should Know
2025-10-06 16:00 - 17:00 | Oldham Theater, 15 Liberty Square, Sparta, Tennessee, 38583
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Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their loved ones, avoid unnecessary stress, and ensure their wishes are honored. In this workshop, you’ll learn the must-have documents every family needs, how to avoid common mistakes, and simple steps you can take now to secure your legacy. Whether you’re starting fresh or need to update an old plan, this session will give you clarity and confidence about protecting your family’s future.

Your Life, Your Legacy: A Guide to Estate Planning
2025-09-22 15:30 - 16:30 | Millard Oakley Public Library, 107 E. Main St., Livingston, Tennessee, 38570
Your Life, Your Legacy: A Guide to Estate Planning
A Free Educational Workshop
Your life is your story—make sure the next chapters reflect your wishes. This free estate planning workshop will guide you through the essential steps to protect your family, preserve your assets, and ensure your legacy lives on.
What You’ll Learn:

The difference between a will and a trust

How to avoid probate and unnecessary court involvement

Planning for incapacity and medical decisions

Protecting your home and savings from long-term care costs

How to ensure your wishes are honored

Whether you’re building a new plan or updating an old one, this workshop will equip you with the knowledge and tools to move forward with confidence.
No cost. No pressure. Just guidance you can trust.Reserve your seat today—space is limited!

The Roadmap to Protecting Your Family and Your Future
2025-09-22 13:00 - 14:00 | Clay County Senior Center, 145 Cordell Hull Dr, Celina, TN, 38551, United States
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The Roadmap to Protecting Your Family and Your Future
A Free Estate Planning Workshop
Don’t leave your family’s future to chance. This free workshop will give you a clear roadmap for protecting your loved ones, your assets, and your legacy.
Whether you’re just getting started or need to update your estate plan, we’ll guide you through the essential tools—wills, trusts, powers of attorney, and more—so you can make informed decisions with confidence.
You’ll Learn:

How to avoid probate and keep your affairs private

The difference between a will and a trust

How to protect your home and savings from long-term care costs

What happens if you become incapacitated

How to ensure your family is cared for, no matter what

Walk away with clarity, confidence, and peace of mind—knowing your family will be protected when it matters most.
Free to attend. Reserve your spot today.

Special Needs Planning Webianr: Legal and Financial Strategies
2025-09-10 12:00 - 13:00 | TN
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Caring for a loved one with special needs comes with unique challenges—especially when it comes to long-term financial security, medical care, and preserving eligibility for vital government benefits. Without the right plan in place, well-intentioned gifts or inheritances could unintentionally disqualify your loved one from receiving the support they need.
Join us for an informative webinar where our experienced attorneys will guide you through the essentials of special needs planning. We’ll cover:

Special Needs Trusts – what they are, how they work, and when to use them

Protecting Eligibility for Benefits such as SSI and Medicaid

Guardianship & Conservatorship considerations

Choosing the Right Trustees & Successors

Coordinating with Your Overall Estate Plan

Whether you’re a parent, grandparent, sibling, or caregiver, you’ll gain the tools and knowledge to create a plan that safeguards your loved one’s future while giving you peace of mind.
Who Should Attend:Anyone responsible for, or concerned about, the future care and financial well-being of a person with special needs.

Planning Today for Peace of Mind Tomorrow Workshop
2025-09-08 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Planning Today for Peace of Mind Tomorrow
A Free Estate Planning Workshop
Discover how thoughtful planning today can protect your loved ones and your legacy tomorrow. In this free, no-pressure workshop, you’ll learn how to create a personalized estate plan that reflects your wishes, avoids unnecessary court processes, and gives your family peace of mind.
Topics Include:

Wills vs. Trusts: What’s right for you?

Avoiding probate and costly delays

Planning for incapacity or medical emergencies

Protecting your home and savings from long-term care costs

Ensuring your wishes are honored

Whether you’re starting from scratch or need to update an existing plan, this session will empower you to make confident decisions for the future.

Estate Planning and Investing for Bitcoiner's
2025-08-26 12:00 - 13:00 | TN
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Secure Your Crypto. Protect Your Legacy.
You’ve worked hard to build your Bitcoin portfolio—but what happens to your digital assets if something happens to you?
Most crypto investors don’t realize that without a legal plan, their Bitcoin can be lost forever. Join our free, live webinar to learn how to protect your digital wealth and ensure your family isn’t locked out of your financial legacy.
In this 45-minute session, we’ll cover:

How to legally pass on your Bitcoin and other crypto assets

The biggest mistakes crypto holders make in estate planning

Tools like wills, trusts, and digital vaults to secure your keys

How to avoid probate, reduce taxes, and make sure your loved ones can access what you’ve built

Whether you’re just starting or deep into DeFi, this webinar will give you peace of mind and practical steps to take action.
🗓️ August 26 at 12:00 PM💻 Free and online — join from anywhere🎙️ Presented by Tyler Lannom
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Estate Planning Workshop
2025-08-25 17:00 - 18:00 | Art Circle Public Library, 3 East St., Crossville, TN, 38555, United States
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Join us for a free, educational workshop where you’ll learn how to safeguard your assets, provide for your loved ones, and gain peace of mind. Whether you’re just starting your planning journey or need to update existing documents, this workshop is designed to give you the tools and understanding you need to make informed decisions.
✅ What You’ll Learn:

The basics of estate planning: Wills, trusts, powers of attorney, and healthcare directives

How to avoid probate and protect your privacy

How to plan for incapacity, long-term care, and guardianship

Common mistakes and how to avoid them

Asset protection strategies for families and business owners

The truth about DIY wills and online templates

👥 Who Should Attend:

Adults of any age who want to plan or update their estate

Families caring for aging parents or young children

Professionals or retirees concerned about legacy planning

Business owners looking to protect their business and succession planning

Estate Planning Workshop
2025-08-18 16:00 - 17:00 | Magness Public Library 118 W Main St McMinnville, TN 37110
Sign Up for the Workshop

Join us for a free, educational workshop where you’ll learn how to safeguard your assets, provide for your loved ones, and gain peace of mind. Whether you’re just starting your planning journey or need to update existing documents, this workshop is designed to give you the tools and understanding you need to make informed decisions.
✅ What You’ll Learn:

The basics of estate planning: Wills, trusts, powers of attorney, and healthcare directives

How to avoid probate and protect your privacy

How to plan for incapacity, long-term care, and guardianship

Common mistakes and how to avoid them

Asset protection strategies for families and business owners

The truth about DIY wills and online templates

👥 Who Should Attend:

Adults of any age who want to plan or update their estate

Families caring for aging parents or young children

Professionals or retirees concerned about legacy planning

Business owners looking to protect their business and succession plans

Special Needs Planning Seminar | Waves Inc.
2025-08-11 16:00 - 17:00 | WAVES, 1405B Brookwood Ave, Franklin, 37064, United States
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Legal and Financial Strategies for Lifelong Care
Prepare Today for a Secure Tomorrow
Join us for an essential workshop designed for families and caregivers of loved ones with special needs or long-term care concerns. Legal and Financial Strategies for Lifelong Care will equip you with the tools and knowledge needed to make informed decisions that protect your family’s future.
Led by experienced estate planning and elder law professionals, this workshop will cover:

Special Needs Trusts and how they preserve benefits

Guardianship and Conservatorship options

Planning for public benefits like Medicaid and SSI

Protecting assets while ensuring quality care

Long-term housing and care considerations

Financial strategies for sustainable caregiving

Whether you’re planning for a child with special needs, an aging parent, or your own future, this free workshop offers practical steps you can take now to ensure peace of mind later.
Who Should Attend:

Parents of children with special needs

Adult children caring for aging parents

Anyone concerned about long-term care costs and planning

Reserve your seat today and start building a plan that provides lifelong protection and support.

The Forgotten Beneficiary: The Estate Planning Ghost That Won’t Stay Quiet
2025-08-07 08:00 - 17:00 | TN
When most people finish their estate plan, they feel relieved — as if it’s all wrapped up and ready to go. But one overlooked detail can come back to haunt your loved ones: the forgotten beneficiary.
Whether it’s an ex-spouse still listed on a life insurance policy, a child accidentally left out of a trust, or a retirement account with outdated instructions, these silent mistakes can lead to family conflict, legal disputes, and broken relationships.
Let’s talk about why this happens — and how to make sure your estate plan doesn’t leave anyone behind.
Where Forgotten Beneficiaries Linger
Most people assume that their will or trust controls everything. But in Tennessee (and everywhere else), certain accounts and policies don’t follow your will — they follow the beneficiary designation on file.
That includes:

Life insurance policies

IRAs and 401(k)s

Bank and investment accounts with TOD/POD instructions

Annuities

Some business agreements

If those designations are outdated, the wrong person gets the money — no matter what your will says.
A Real-Life Nightmare Scenario
Imagine this: You remarry but forget to update your IRA beneficiary. Years later, you pass away, and your ex-spouse ends up receiving hundreds of thousands of dollars. Your new spouse? Legally entitled to nothing from that account.
Tennessee courts follow the written designation, not your “intent.” The only way to fix it is to get it right while you’re still here.
Common Ways People Leave Someone Out (Without Meaning To)

Forgetting to add a new child or grandchild

Leaving an ex-spouse on old paperwork

Failing to name contingent (backup) beneficiaries

Using vague language like “my children” when family dynamics are complex

Creating a trust, but not updating beneficiary forms to name the trust

Why It Matters Under Tennessee Law
Tennessee recognizes the power of beneficiary designations — they override your will and trust if they’re in conflict. Plus, if someone believes they were wrongly excluded, they might take your estate to court.
That can:

Drain your estate in legal fees

Delay distributions for months or even years

Create deep divisions in your family

How to Keep Your Plan Quiet and Clear

Keep a Master ListWrite down every account, policy, and asset that has a beneficiary designation. Keep it updated and accessible.

Coordinate with Your Estate PlanYour trust and your beneficiary forms should work together — not against each other. In many cases, you may want to name your trust as the beneficiary.

Review After Every Life EventMarriage, divorce, new child, death in the family — any major change should trigger a review of your plan and your beneficiaries.

Get Legal GuidanceAn estate planning attorney familiar with Tennessee law can help you avoid costly mistakes and coordinate all your documents.

Don’t Let Regret Speak Louder Than Your Wishes
Estate planning isn’t just about paperwork — it’s about protecting your family from confusion, delays, and heartbreak. The forgotten beneficiary may be silent now, but if you don’t fix the issue, they won’t stay quiet forever.
At Beacon Legacy Group, we help families throughout Tennessee build estate plans that truly reflect their values and wishes — including updating every detail that matters.
Need to review your beneficiary designations?We’re here to help you get it right the first time.

Planning for the Future: Estate Planning During Learning Disabilities Awareness Month
2025-08-07 08:00 - 17:00 | TN
October is Learning Disabilities Awareness Month — and it’s a powerful reminder of how important it is to plan ahead when you’re caring for someone with unique needs.
At Beacon Legacy Group, we help Tennessee families build estate plans that protect their loved ones without putting government benefits or future care at risk. Whether your loved one needs occasional support or full-time care, the right plan brings clarity, control, and peace of mind.
Why Planning Matters
Without proper planning:

Your loved one could lose access to benefits like SSI or TennCare

Courts may have to step in to decide who handles care and finances

Family members may disagree on what’s best

How You Can Protect Them
The most effective tools often include:

A Special Needs Trust to hold assets without affecting benefits

A Letter of Intent that outlines personal care instructions

Power of Attorney or Guardianship depending on capacity

Updated beneficiary designations to avoid disqualifying gifts

We’re Here to Help
This month — and every month — we’re here to help you protect your loved one’s future.
Let’s build a plan that works — for your family, and for theirs.
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Estate Planning Nightmares: Real-Life Mistakes That Haunt Families
2025-08-07 08:00 - 17:00 | TN
Estate planning is meant to make life easier for your loved ones — but when it’s done wrong (or not at all), it can lead to family tension, court battles, and assets tied up for years. These aren’t just hypothetical horror stories. In Tennessee, we see these estate planning nightmares unfold more often than you’d think.
Let’s break down a few common (and avoidable) mistakes that can cause lasting problems — and how to make sure they don’t happen to your family.
Mistake #1: Not Having a Will or Trust
When someone dies without a will in Tennessee, the state decides who gets what. It’s called dying intestate, and it can create chaos. The court appoints an administrator, which may not be the person your family would have chosen. And if there’s conflict? It gets ugly fast.
How to avoid it:At the very least, create a basic will. Even better — set up a revocable living trust, especially if you want to avoid probate and keep things private and smooth for your loved ones.
Mistake #2: Naming the Wrong People
We’ve seen ex-spouses still listed as beneficiaries or irresponsible siblings put in charge of the estate. Naming the wrong executor, trustee, or power of attorney can delay everything or even lead to litigation.
How to avoid it:Review your documents regularly — especially after big life changes like marriage, divorce, or the birth of a child. Make sure you trust the people you’ve chosen to carry out your wishes.
Mistake #3: Not Planning for Incapacity
Estate planning isn’t just about what happens when you die. If you become unable to make decisions due to illness or injury, who will speak for you?
In Tennessee, without a power of attorney and healthcare directive, your family might have to petition the court for a conservatorship — a long and costly process.
How to avoid it:Sign a durable power of attorney and a healthcare directive now. These documents give someone you trust the legal authority to act on your behalf if you’re unable to do so.
Mistake #4: Leaving Out Digital Assets
Families often can’t access a loved one’s email, social media, or online bank accounts after they pass — even with a will.
Tennessee follows the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). It allows access to digital assets only if you’ve given express permission in your estate plan and the platform’s terms allow it.
How to avoid it:Include digital asset instructions in your will or trust. Also, keep an inventory of your accounts and store login details securely (never in the will itself).
Mistake #5: Keeping Secrets
Surprises after death rarely go over well. Whether it’s an unknown bank account, a hidden heir, or unequal distributions, lack of communication can break families apart.
How to avoid it:Talk with your family — or at least your executor or trustee — about your wishes. A clear plan brings peace of mind, not just for you, but for everyone involved.
Plan Ahead — and Review Often
Your estate plan isn’t something you do once and forget. Laws change. Families change. Assets change. A plan that made sense five years ago might not work today.
At Beacon Legacy Group, we help Tennessee families build estate plans that actually work when the time comes — including clear digital planning, powers of attorney, and practical guidance to avoid court drama.
Ready to build or review your plan?We’re here to help you protect your people, property, and peace of mind.

Estate Planning Webinar: Step By Step Guide
2025-08-05 12:00 - 13:00 | TN
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Estate Planning Essentials: Protect What Matters Most
Free Educational Webinar
Planning for the future doesn’t have to be overwhelming. Join us for our Estate Planning Essentials webinar, where we’ll walk you through the critical steps to safeguard your assets, provide for your loved ones, and ensure your wishes are honored—no matter what life brings.
In this informative and engaging session, you’ll learn:

Why a will alone may not be enough

The benefits of a Revocable Living Trust

How to avoid probate and maintain privacy

What happens if you become incapacitated without a plan

The roles of Powers of Attorney and Healthcare Directives

How to protect your children and grandchildren through thoughtful planning

This webinar is ideal for individuals and couples of all ages who want to:

Protect their home, savings, and legacy

Make things easier for their family

Gain peace of mind through proper legal planning

Your Legacy, Your Way: Smart Planning for Every Stage
2025-07-29 17:00 - 18:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
Your Legacy, Your Way: Smart Planning for Every Stage
A Free Estate Planning Workshop
No matter your age or life stage, it’s never too early—or too late—to start planning your legacy. In this free educational workshop, we’ll walk you through practical, effective strategies to protect your loved ones, avoid unnecessary court involvement, and ensure your wishes are carried out.
What You’ll Learn:

How to use wills and trusts to control your assets

Ways to avoid probate and reduce legal costs

Planning for incapacity and medical decisions

Protecting your home and savings from long-term care expenses

How to create a plan that fits your life—right now and in the future

Whether you’re starting a family, planning for retirement, or managing aging parents, this workshop is designed to give you clear guidance and peace of mind.
🗓️ Free to attend — but space is limited. Reserve your seat today!

Free Special Needs Webinar
2025-07-29 12:00 - 13:00 | TN
Join us for an inspiring and educational free online webinar designed for families, educators, caregivers, and advocates in the special needs community.
This virtual session will cover key topics including:

Understanding diverse learning needs

Accessing support services and resources

Strategies for inclusive education and caregiving

Whether you’re a parent navigating the challenges of special education or an educator seeking inclusive tools, this event offers valuable insights and practical guidance.

Estate Planning Workshop
2025-07-28 16:00 - 17:00 | Fairfield Glade Community Center, 128 Stonehenge Dr, Crossville, TN, 38558, United States
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Join us for a free, in-person workshop where you’ll learn how to safeguard your family, your assets, and your wishes — no legal background needed!

What You’ll Discover:

The difference between wills and trusts (and which one you need)

How to avoid probate and unnecessary legal costs

Planning for incapacity and long-term care

Naming guardians for minor children and protecting inheritances

What happens if you do nothing — and how to avoid it

This interactive session includes real-life examples, practical tips, and time for your questions. You’ll leave empowered to take control of your future.

Estate Planning Webinar
2025-07-15 12:00 - 13:00 | TN
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🌟 Free Estate Planning Webinar: Secure Your Legacy
Protect what matters most — your family, your wishes, and your peace of mind. Join us for a free estate planning webinar that walks you through the essential steps to safeguard your future.

✅ In This 30-Minute Webinar, You’ll Learn:

What happens if you don’t have a will or trust in place

The difference between wills, trusts, powers of attorney, and advance directives

How to avoid probate and protect your family from court involvement

Strategies to prepare for incapacity and long-term care

Common estate planning mistakes (and how to avoid them)

How a clear plan can save your family time, money, and stress

📆 Reserve Your Spot Today!

Estate Planning Workshop
2025-07-08 16:00 - 17:00 | Leslie Town Centre, 1 West First Street, Cookeville, TN, 38501
Join us for an informative and engaging Estate Planning Workshop designed to help you take control of your future and protect what matters most. Whether you’re just starting to think about creating a plan or need to update an existing one, this workshop will give you the tools and knowledge to make informed decisions.
In this workshop, you will learn:

The Probate Process: What it is, why it matters, and how to avoid it.

Key Estate Planning Documents: Wills, trusts, powers of attorney, and advance healthcare directives explained in simple terms.

Avoiding Common Mistakes: Discover the pitfalls that can undermine your estate plan and how to prevent them.

Protecting Your Assets and Loved Ones: Strategies to minimize taxes, protect against creditors, and provide for your family.

Planning for Incapacity: How to ensure your wishes are honored if you become unable to make decisions.

Special Topics: Asset protection, Medicaid planning, and planning for blended families or special needs beneficiaries.
