Formalizing Your Wishes For The Future

Be Proactive: Schedule an Appointment with the James D Evans Group – Attend Client Law School®

Created by Jim Evans, the Client Law School thoroughly outlines the circumstances to consider estate planning from the simple to the complex, depending on your needs.

He will walk you through the impact of will vs. trust planning and apply examples for you to learn the possible outcomes and the ramifications of your choices. You will also have the opportunity to review the various directives that you need in place to protect your family as you age.

This is a cordial, complimentary, no pressure first meeting to see if you align both personally and professionally and want to begin with the LifeSpan process. This class teaches about the impact of planning decisions and provides the foundational underpinnings to help you make a decision whether to move forward.

Client Law School is offered each month and the feedback session can be tailored to your questions and concerns. Please allow two hours.  You can register here.

After you have attended, you will be invited to make a one-on-one appointment to discuss your individual situation, planning options and various planning fees.