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    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

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    Mr. Jackson made a tough process easy and painless! - Kyle M.

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    "Integrity, trust - a rare item - it's here! - Ron F.

Register Now: Five Common Estate Planning Mistakes, 1 Hour CE Workshop

Please join us the morning of Leap Day, February 29, 2012, for an informative and fun one hour of Continuing Education.  We’ll help you better help your clients and gather prospects as we go through the Five Common Estate Planning Mistakes.  We’ll be in and out in an hour and get you on your way with helpful information so that you can better serve your clients and prospects.  Things we’ll learn about will include:

            1.   Why a will is NOT an Estate Plan.

            2.   Why your legal documents probably won’t work out of state.

            3.   Planning for the possibility of rising estate taxes.

            4.   How you can still easily end up in Probate Court even if you have a Trust.

            5.   Why there is NO LOVE in Probate Court.

            6.   How to protect yourselves and your loved ones in the event of a lawsuit or divorce.

            7.   Other current and relevant topics.

            Please register by downloading this registration form then fax the completed form to 828-254-6599 together with a check in the amount of $15.00 for this fun, valuable, and important workshop.  My assistant, Patti Windisch, will call you to confirm your attendance, or feel free to call me at 828-252-7300.  I look forward to seeing you on Wednesday, February 29, 2012, for a quick morning class on Leap Day.