Recorded Workshops For Everyone

Dirty Dozen Estate Planning Mistakes & How to Avoid Them

Click here to watch this workshop

One of our most popular programs, this webinar is an essential primer on the basics of estate planning and the common pitfalls you should avoid. Presented by Attorney Noelle Augelli.

Topics include:

  • Identifying Your Estate Planning Goals
  • Asset Protection Strategies for You and Your Beneficiaries
  • Strategies for Probate Avoidance/Minimization 
  • Specialized Planning: Family Business, Special Needs Trusts, Pet Trusts, and more

COVID-19 & Your Health Care Directives

Click here to watch this workshop

In these uncertain times, it is more important than ever to have plans in place regarding your health. This webinar highlights three vital health care documents every person should have and give you the tools you need to feel confident that your wishes will be heard no matter what. Presented by Attorney Noelle Augelli.

Topics include:

  • Taking Charge of Your Health Care Decisions 
  • Health Care Power of Attorney
  • HIPAA
  • Living Wills

Protective Planning for Young Families

Click here to watch this workshop

Estate planning: it’s not just for your twilight years. If you are a family with young children and have not given much consideration to your estate plan, this webinar will leave you with lots of important information and much to think about. Presented by Attorney Noelle Augelli.

Topics include: 

  • Issues Parents Face
  • Guardianship of Minor Children
  • How We Can Protect Our Children
  • Taxation Basics
  • How to Start

Estate Planning & Long-Term Care

Click here to watch this workshop

Many people worry that the prohibitive cost of long-term care will decimate their savings and ruin their estate. However, with the proper planning, you may be able to take long-term care off your list of worries and focus on the present. Presented by Attorney Noelle Augelli.

Topics include:

  • Paying for the Nursing Home
  • The Rules of Medicaid
  • How Estate Planning Tools Can Help

Planning for Loved Ones with Special Needs

Click here to watch this workshop

The most vulnerable people are the ones that require the most security. It can often feel like there is no amount of protection great enough that you can give to your loved ones with special needs. However, having a proper estate plan is a good start. This webinar will go over some of the best ways for you to make sure those who matter most will be taken care of the way you want them to be, no matter what. Presented by Attorney Noelle Augelli.

Topics include:

  • Protecting eligibility for government benefits
  • Providing a higher quality of life
  • Care and management of assets
  • Protections from creditors and predators
  • Extending life of assets

Charitable Legacies (with the American Cancer Society)

Click here to watch this workshop

Our own Attorney Noelle Augelli partnered with Erica Borowski from the American Cancer Society for this special webinar on charitable giving. Learn how to incorporate charities into your estate plan to leave a rewarding legacy of kindness and hospitality.


Planning for Pets

Click here to watch this workshop

Pets are beloved members of our families that often get overlooked in estate planning. They may not have college funds or retirement accounts that need to be managed, but the unconditional love and emotional support a pet can provide is priceless. One way you can show your appreciation for them is by including them in your estate plan. Presented by Attorney Noelle Augelli.

Topics include:
• Creating an action plan
• Providing for your pets during disability
• Providing for your pets when you are gone