Free Webinar

Get Your Ducks In A Row

Tim Savage of LegUp Advisors invites you to come learn about...​​​​​​​

  • The advantages and disadvantages of Wills and Living Trusts.

  • How Probate Court works and why you may want to avoid it for your family.

  • How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away.)

  • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

  • Why putting property in your children’s names may be a mistake.

  • How the new SECURE Act affects your trust and/or retirement accounts.

  • Best Practices for naming retirement account and Life Insurance beneficiaries.

  • Learn our "90 in 90 FORMula" where we can get 90% of your eStatePlan™ Portfolio completed in 90 minutes or less

  • Tim Savage

    President of Leg Up Advisor

  • Lisa Camacho

    Estate Planning Specialist

  • Ciara Lister

    Network Attorney

  • Jennifer Surmacz

    Network Attorney

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