Free Estate Planning Workshop
Leave your checkbook at home...
Don't go broke in a nursing home...
The average nursing home in the United States costs $150,000 per year
One out of three of us will have some level of dementia
Two out of three of us will need some form of long-term care during our lifetime.
Did you know the average nursing
home costs $150,000 per year?
One out of three of us will have some level of dementia in our lifetime. And two out of three of us will need some form of long term care. Good, honest, hardworking people (like you) are going BROKE in nursing homes because of improper planning due to lack of education.
But it doesn’t have to be this way.
The Red Wagon Law Firm is a different kind of law firm. All we do in our offices all across the Country is estate planning. And we believe that an educated client is a better client. So before we’ll ever ask you to pay us for anything, we are going to empower you to understand how each of the tools of estate planning works. We’ll teach you how the business of nursing homes really work. And we will empower you to make educated and confident decisions to protect yourself, your “stuff”, and your loved ones.
All across this Country smart people are leaving their checkbooks at home when they accept our invitation to come and participate in our complimentary Three Secrets Workshop. And we do mean participate. Because we’re going to discuss three important secrets that too many estate planning lawyers are reluctant to talk about. And along the way, you are going to ask questions. You may even hear someone else ask a question you didn’t know you had until you heard it!
Some of the most common comments we love to hear from participants who attend our Three Secrets Workshop:
“I feel so much better knowing how this all works!"
“Now I finally understand what all this stuff means."
“I can finally make some decisions."
This is a picture from an actual 3 Secrets Workshop
And maybe best of all is when people come back and tell us:
“I am sleeping better at night now that I have all my questions answered"
There are 3 Secrets we believe too many estate planning lawyers are reluctant to talk about and here they are:
Secret #1 - It's not just about death and taxes.
Estate planning is not death planning.Taxes are no longer a driver of estate planning because of the large exemption.
The real financial risk is the risk of long-term care. Nursing homes cost $150,000/year and people are going broke.
If you don't want to go broke in a nursing home, you must understand eligibility requirements for government programs.
The rules of the government programs are harsh to the unprepared, but there are opportunities for those who plan-ahead.
Secret #2 - You need the right tool for the job.
Wills are insufficient because they must go through probate. Probate is expensive (5% of your net worth), lengthy and a pain in the ass for your loved ones. If straight talk like this is not your cup of tea, this workshop might not be for you.
Revocable trusts are great tools because they help you avoid probate. But they don't protect assets from long term care expenses. There are other important tools we’ll be able to explain in more detail when you join us at the Three Secrets Workshop.
The best way to plan-ahead for long term care is with an asset protection trust. But there are some very “disappointing” reasons why most estate planning law firms won’t offer this tool to most of their middle class & even upper-middle class clients.
What you really need (and what you will really want once you are educated on the subject) is a "fully loaded toolbox" that incorporates all the tools.
Secret #3 - Most Estate Plans Fail.
They fail because trusts aren't funded. We’ll educate you about how to avoid this problem in a very cost-effective way.
They fail because lawyers don't provide the right tools. We’ll explain how you can get a “fully loaded toolbox” for less than what many estate planning law firms charge to do much, much less.
They fail because traditional estate planning law firms still insist on meeting with their clients one-by-one-by one to explain the same things over & over & over again. Guess who pays for all that wasted time? The Red Wagon Law Firm’s motto is "What Can Be Done In A Group Shall Be Done In A Group”. Which doesn’t mean everything can be done in a group. But because of how we run our business, we are able to pass on our efficiencies to our clients and that allows us to provide a TON of absolutely free education that empowers good people like you to make more confident decisions about their estate planning needs, and more. And as you know, we believe educated clients make better clients!
So what happens
at a 3 Secrets Workshop?
We’ll typically have between a dozen and three dozen people join us for about two hours for a zero-pressure, “no close” educational presentation. In fact, you cannot hire us at this meeting. It’s not uncommon for the meetings to run over with questions and discussions and even a few jokes and new friendships struck up along the way. Often we’ll have couples join us. It’s not uncommon for adult children to accompany their parents, too.
And yes, we’ll have plenty of coffee and snacks!
But at no time will anyone ask you to buy or pay for anything.
The reason we are asking you to leave your checkbook at home is because, the ONLY thing we will offer you at the end. . . and only if you and we both agree that it makes sense for your unique situation. . . is an invitation to another workshop we also offer for free (THINK: Estate Planning 202). During this “Blueprint Workshop” we will actually help you think-through and create a Blueprint for all of your estate planning needs. At the end of your Blueprint Workshop, your personal Blueprint will be so complete that if you wanted to you could even take it to another estate planning lawyer and say, “make this for me” and they probably could.
So now you’re probably wondering why we’re willing to do all of this for you at absolutely no charge?
The answer is threefold:
1.) Because we can.
And when you are in a position to be able to help educate people so they can feel better, make more empowered decisions, and protect themselves, why wouldn’t you?
2.) Because it works better this way.
Yes, we know from years of experience helping thousands of people navigate their way through the “estate planning jungle” that educated clients are our best clients. So all these free workshops help you to be more educated (and more confident) which makes it easier for us to help you protect yourself, your “stuff”, and your family. So it’s a win-win.
3.) Because it’s so much more efficient for us to do it this way!
Think about how much more efficient it is for us to educate you in a group setting, and more fun for you too. This efficiency can be passed on to you. So our fees wind up being much much lower for a “fully loaded toolbox” than what most other estate planning law firms have to charge to deliver much much less. Plus, once you’re educated we know we won’t have to “sell” you anything because you’ll already see the value for yourself. Or you won’t. And if that’s the case you’ll still be more educated about your options and opportunities than most people, and we’ll part as friends.
