Guiding Your Legacy with Confidence

Family Legacy Planning Webinar

The US end-of-life and estate planning system is a mess, and changes over time have only made it worse. Traditional estate planning methods just don’t cut it anymore. Families without a complete plan are left with months of court battles, inheritance disputes, and even accidental disinheritance. But it doesn’t have to be this way.

Most families simply don’t know how to protect themselves, which is why I’m on a mission to help. Join me for a free webinar that will teach you how to avoid the three biggest estate planning mistakes.

Don’t let your family’s future be left to chance. Reserve your spot now and learn how to protect your assets and loved ones with a few simple legal documents. Register now for this free and informative webinar.

Estate Planning And Asset Protection Class

As part of McLennan Community College’s Continuing Education Program, we offer an estate planning and asset protection planning class each spring, summer and fall semester. The class is two nights a week for two hours each night. In this class, we cover the basics of estate planning with wills, trusts and related documents. We also cover Social Security, Medicare and Medicaid issues. Additionally, we cover what you need to know about how Texas law protects your assets and what you can do to protect those assets not automatically protected under Texas law.

Click here to check the dates of our next class.

The Four Biggest Mistakes People Make in Their Succession, Legacy, and Retirement Planning

We see four commonly repeated mistakes in Estate & Retirement Planning.

Join Harvey’s Senior Legal Assistant, Gary D. Hill, CFEI, for a presentation on March 28, 2025 at 10:00 a.m. at the Hewitt Public Library, 200 Patriot Court, Hewitt, Texas 76643.  Phone:  254-666-6171