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SEMINARS

For a lot of people, going to see an estate planning lawyer is a bit like being called in to the Principal's office. There is also a lot of misinformation, confusion, and even fear that surrounds estate planning. So, we created our free seminars with the primary goal of dispelling that fear and shedding some light on what estate planning, and even more specifically, legacy planning, is all about.

 

Our most popular program is based on the Top Ten Myths and Misconceptions list we originally developed for a blog post. This presentation typically lasts about an hour, including a Q&A session at the end. Based on the needs of the audience, however, the program can be scaled back to either a 30- or 45- minute program. Designed as a basic introduction to estate planning, the purpose of the program is to inform people of the consequences of failing to plan (or planning badly) by explaining how each myth and misconception is false.

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In 2021, Amy has also written and spoken about estate planning lessons learned during the COVID-19 pandemic, particularly the importance of having medical directives in place.

 

We love sharing about what we do with the public. Call or email us to schedule a seminar (or perhaps a series of seminars) for your employees, clients, civic organization, church congregation, or other group. We look forward to being a part of your next event!

OTHER SEMINAR TOPICS

WHERE THERE'S A WILL,

THERE'S A... PROBATE

  • Discusses the consequences of not having a will at all
     

  • Reviews differences between a typical will and a living trust
     

  • Outlines some pros and cons of these two common estate planning techniques
     

  • Provides a general overview of the probate process in North Carolina
     

  • Considers the ways probate can be avoided

FACEBOOK, TWITTER, & INSTAGRAM...OH MY!

  • Discusses estate planning in the digital age where many assets are in the form of digital media
     

  • Introduces the concept of a "license" and how that differs from an outright purchase
     

  • Reviews some of the "Terms of Condition" that companies like Amazon and Apple place on the purchase of digital books, movies, and music
     

  • Highlights steps social media giants like Facebook and Twitter are taking to allow accounts to survive death

"TO ERR IS HUMAN..."

  • Covers some of the most common mistakes people make when planning out their financial future and setting up an estate plan
     

  • Considers some of the most common mistakes people make, even after they have implemented an estate plan
     

  • Uses examples from celebrities to showcase what not to do!

"I HAVE THE POWER!"
WHY YOU NEED MORE THAN A WILL

  • Introduces the importance of incapacitation planning.
     

  • Outlines the two main types of Powers of Attorney (financial and medical)
     

  • Explains the importance of a incorporating an Advanced Directive for a Natural Death
     

  • Highlights HIPAA Authorizations and other documents like the "MOST" [Medical Order for Scope of Treatment]
     

  • Discusses the little-known Advance Directive for Mental Health Treatment

LEAVING AN ENDURING LEGACY

  • Discusses several different types of legacies we can leave behind for our loved ones
     

  • Challenges attendees to think beyond dollars and cents to develop a plan that leaves more than just a financial legacy
     

  • Shares the importance of preserving the family story and creating a treasured heritage for later generations
     

  • Includes an overview of our REFLECTIONS service.

PLANNING FOR THE CALL OF DUTY

  • Discusses the importance of estate planning for the men and women serving in our Armed Forces
     

  • Covers topics of unique concern to those in our military
     

  • All information provided is tailored specifically for the service member and his or her family

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