Proactive Today for a Peaceful Tomorrow

Events

Webinar- November

Details

Speaker: Stephanie Himel-Nelson
Date and Time: Wednesday, November 20, 2024 - 6:00 PM
Location: via Zoom

Discover How Estate Planning Can Save You Thousands – Join Our Free Webinar!
Planning for the future is one of the most important steps to protect your family, assets, and peace of mind. We’re excited to offer a FREE webinar, “Ten Ways Estate Planning Can Save You Money,” designed to help you understand how a solid estate plan can benefit you and your loved ones—financially and beyond.

During this informative and engaging session, attorney Stephanie Himel-Nelson will walk you through key topics such as:

1. Why Estate Planning Matters, Even for Middle-class Families
Many people think estate planning is only for the ultra-wealthy, but that couldn’t be further from the truth. A well-thought-out estate plan can ensure that your family avoids unnecessary legal fees, taxes, and complications, regardless of your net worth.

2. The Essential Estate Planning Documents You Need Right Now
Discover the foundational documents every individual should have in place—from wills to powers of attorney. We’ll explain why these documents are essential and how they work together to safeguard your future.

3. How Estate Planning Can Save You Money
Learn how proper planning can help you reduce taxes, avoid probate costs, and preserve your assets for future generations. You’ll be surprised how much you can save by making smart decisions today.

4. The Next Steps to Care for Your Family and Assets
We’ll guide you on what to do next to ensure your estate plan is up-to-date and aligned with your goals. Whether you need to create a plan from scratch or update an existing one, this webinar will set you on the right path.

This webinar is perfect for individuals and families who want to ensure their wishes are fulfilled, their assets are protected, and their loved ones are provided for—without unnecessary legal expenses or delays. Whether you’re just starting to think about estate planning or already have a plan you need to revisit, this event will provide you with the clarity and confidence you need to move forward.
Reserve Your Spot Today!

Seats for this exclusive event are limited, so don’t miss out! Click the link below to secure your spot and take the first step toward peace of mind for you and your family.

Secure Your Spot Today!

Click here to sign up and reserve your spot today!

wine and wills

Details

Speaker: Stephanie Himel-Nelson
Date and Time: Wednesday, October 23, 2024 - 6:30 PM
Location: Total Wine at the Marketplace at Hilltop -1744 Laskin Road, Virginia Beach, VA 23454

Join us for an informative and relaxed evening where we’ll explore the essentials of estate planning and taste some California wines. Learn your estate planning options, how to provide for loved ones, and ensure your wishes are honored, all in a casual setting designed to make complex topics simple and understandable. Sip, savor, and secure your future with seasoned legal guidance.

Attendance is limited to the first 20 participants, so sign up today!

Learn more about:
1. The difference between a will and a trust
2. The essential estate planning documents you need in place now
3. The importance of naming guardians for minor children
4. Protecting your assets for future generations
5. California wines, compliments of Total Wine!

By attending our “Wine and Wills” event, you’re taking a meaningful step toward securing your family’s future in a comfortable and enjoyable setting. Estate planning is more than just paperwork—it’s about creating a legacy, ensuring your loved ones are cared for, and having peace of mind knowing your wishes will be honored. During this relaxed evening, you’ll gain valuable insights from seasoned legal professionals and leave feeling empowered to make informed decisions about your future. Raise your glass to protecting what matters most—your family, your assets, and your peace of mind. Let’s take the mystery out of estate planning and turn it into a celebration of the future!

Secure Your Place Today!

Click the link to fill out the form and reserve your spot today!

Details

Speaker: Stephanie Himel-Nelson
Date and Time: Wednesday, August 28, 2024 - 6:00 PM
Location: via Zoom

Join us for an engaging webinar, “Estate Planning for Busy Parents” by Stephanie Himel-Nelson from Jennifer Porter Law. This informative session will be held on Wednesday, August 28. Finding time for estate planning can be challenging as a parent, but it’s crucial for your family’s future. Let us help you navigate this essential process with ease and confidence.

In this webinar, you will learn:

  • How to nominate guardians for minor children, ensuring that your loved ones are taken care of by trusted individuals in your absence.
  • How to avoid probate court, simplifying the legal process for your family and reducing the time and costs associated with settling your estate.
  • Your estate planning options, providing you with various strategies to protect your assets and ensure your wishes are honored.
  • The difference between a will and a trust, helping you understand which legal document best suits your needs.
  • How to protect your children’s inheritance, implementing measures to ensure that your assets are preserved and passed on according to your desires.

This webinar is a valuable opportunity to gain the knowledge and tools for effective estate planning tailored to busy parents. By participating in this session, you will be better equipped to ensure your family’s security and that your wishes are honored. Sign up by filling out the form below and take the first step towards peace of mind for you and your loved ones.

Please provide your information below to complete your registration for the webinar. You will receive a confirmation email shortly. If you don’t receive it, please check your junk mail or Spam folder.

Details

Speaker: Stephanie Himel-Nelson
Date and Time: Thursday, May 23, 2024 - 10:00 AM
Location: via Zoom

Join us for an insightful webinar on “Estate Planning for the Sandwich Generation: Caught Between Kids and Aging Parents,” presented by attorney Stephanie Himel-Nelson from Jennifer Porter Law, PLLC, on Thursday, May 23, 2024, at 10:00 am ET via Zoom. This session will equip you with the essential knowledge to effectively plan your estate while managing the unique challenges of caring for your children and aging parents. Whether new to estate planning or looking to refine your strategy, this webinar offers insights to help secure your family’s future.

In this webinar, you will learn:

  • Key Documents: These are the must-have estate planning documents to protect your family, including wills, trusts, and powers of attorney.
  • Estate Planning for Your Parents: Learn the essential planning documents your parents should have in place now.
  • Guardianship Planning for Kids: Choosing a guardian for your minor children and ensuring their care aligns with your wishes.
  • Long-Term Care Considerations: Understanding Medicaid and long-term care insurance while planning for your parents’ healthcare needs.
  • Asset Management Strategies: Tips for effectively managing inheritance and gift taxes and protecting your assets across generations.

Don’t miss this opportunity to learn crucial estate planning strategies tailored to the Sandwich Generation. Sign up by filling out the form below, and ensure your estate is managed according to your wishes.

Please provide your information below to complete your registration for the webinar. You will receive a confirmation email shortly. If you don't receive it, please check your junk mail or Spam folder.

Details

Speaker: Stephanie Himel-Nelson
Date and Time: Wednesday, May 1, 2024 - 6:00 PM
Location: via Zoom

Join us for a webinar, “I Just Need a Simple Will: Estate Planning 101,” presented by attorney Stephanie Himel-Nelson, on Wednesday, May 1, 2024, at 6:00 PM ET. Whether you’re just beginning to think about your estate plan or seeking to understand the importance of having a will, this session is perfect for you. This webinar will cover the critical elements of estate planning and is tailored to Virginia laws.

What You Will Learn:

  • The fundamental components of a simple will and why it’s crucial for estate planning.
  • How estate planning can help manage your assets and provide security for your loved ones.
  • Key differences between wills and trusts, and how to determine which is right for you.
  • Choosing a guardian for your children and how a will can help.
  • The necessary steps to begin your estate planning process without overwhelming complexity.

This webinar is an invaluable opportunity to clarify the estate planning process and how it can ensure your assets are handled according to your wishes. By the end of this session, you’ll be equipped with the knowledge needed to start planning confidently. Don’t wait to take this important step towards securing your future. Sign up by filling out the form below and join us for a session that will make estate planning straightforward and accessible.

Please provide your information below to complete your registration for the webinar. You will receive a confirmation email shortly. If you don’t receive it, please check your junk mail or Spam folder.

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Contact us today for a consultation, and let us help you make informed decisions about your future.

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