VIRTUAL ASSET PROTECTION WORKSHOP

Wealth, Wine, & Wills

Explore smart ways to secure your wealth and protect your family's future
and enter for a chance to win a gift card to Total Wine & More.

June 18th from 12:00-1:00 PM

Live Webinar

Upcoming Events

Protect What Matters Most

Let Dunlap Bennett & Ludwig and Personal Family Lawyer®, John Heck, answer all of your questions at this FREE educational event to discover how to protect your family's future and preserve your wealth for the people you love most.

Bonus: Enter to win a virtual gift card to Total Wine & More!

Date: June 18, 2025
Time: 12:00-1:00 PM
Live Webinar

John Heck

PARTNER

DUNLAP BENNETT & LUDWIG

Topics of Discussion:

What is an Estate Plan?

What an Estate Plan is and why it's important for all families to safeguard their assets—not just the wealthy

Protect Your Wealth

The 3 things your estate plan must include to keep your money out of the hands of the government (and most certainly doesn't right now)

Minimize Taxes

Specific Tax Strategies to preserve wealth for your family

Kids Protection Planning

Why having a Will alone isn't enough to make sure your kids are taken care of the way you want, by the people you want, no matter what

Safeguard Inheritances

Ensure your assets are immediately and privately available to the people you've named to care for your children

The Cost of Cheap

What estate planning should cost and who pays the cost of "cheap legal" plans