First-Step Seminars by Eckberg Lammers Estate Planning Team
Eckberg Lammers estate planning team, a leading provider of estate planning services, is dedicated to helping individuals and families prepare for a secure future through education and proactive planning. We are happy to introduce our new suite of estate planning services designed to empower individuals and families in making informed estate planning decisions. First Step Seminars offer customized group learning sessions to help people take the first steps needed to make their own estate planning decisions. These engaging presentations help explain estate planning complexities in an easy-to-understand, step-by-step manner, resulting in actionable strategies.
Organizations can select from a variety of presentations offered by our Estate Planning Group, including:
- Estate Planning 101
- Trusts v. Wills – Which One is Right for You?
- Why Estate Plans Fail
- Asset Protection in Estate Planning
- Preparing for Incapacity: EP Planning and More
- Living Trusts: Myths v. Reality
- Probate: Myths, Misconceptions, and Mistakes
- Planning for Non-Nuclear Family
- Estate Planning Checklist: Beyond the Documents
- Case Studies: Estate Planning/Probate Nightmares
- Estate/Tax Planning
Not seeing what you’re looking for? Reach out to our team today and they can customize trainings based on individual organizational needs.
All our presentations are offered free of charge and can be conducted either in person or via Zoom, depending on your organization’s needs.
If your organization is interested in benefiting from our estate planning services, please contact our Estate Planning group to discuss how we can tailor our offerings to meet your specific needs.