Upcoming Events

Join Us @ St. Julian Winery

Wine and Wills

Rose will be at St. Julian Winery & Distillery Tasting Room to discuss what planning you need to keep your family out of court and conflict in the event of your incapacity or death, why most plans fail and how you can put in place a plan for peace of mind. 

Join Us @ St. Julian Winery

Wine and Wills

Rose will be at St. Julian Winery & Distillery Tasting Room to discuss what planning you need to keep your family out of court and conflict in the event of your incapacity or death, why most plans fail and how you can put in place a plan for peace of mind. 

Watch Now

Special Needs Planning Webinar

If you have wondered about the risks to your child with special needs of a do-it-yourself estate plan, will or trust, whether you even need a plan, or whether you can work with just any attorney to get your will or trust done, what you learn in this class is going to surprise you.

Watch Now

Special Needs Planning Webinar

If you have wondered about the risks to your child with special needs of a do-it-yourself estate plan, will or trust, whether you even need a plan, or whether you can work with just any attorney to get your will or trust done, what you learn in this class is going to surprise you.

Watch Now

Estate & Legacy Planning Webinar

How to keep your family out of court and out of conflict

Watch Now

Estate & Legacy Planning Webinar

How to keep your family out of court and out of conflict

Learn what every parent needs to know... Register for our upcoming free presentation or webinar and you'll discover:

  • The three biggest fears when it comes to doing this important legal planning
  • What happens to your children and other loved ones when there is no planning or when planning has missing pieces
  • Exactly what the process is and how much it costs (no holds barred)

Speaking Engagements - Online or In-Person

Ask Rose to speak at your local business or your next group event. Choose the topic that works best for you:

  • Kids Protection Plan Presentation
  • Guardian Nomination Workshop
  • Asset Protection Planning
  • Planning For The Business You Love
  • LIFT Masterclass Training + 20-Point Assessment

Book Rose For Your Next Presentation

CLICK HERE

Free Report

No Time For Mistakes

Learn The Six Major Mistakes Families Make When

Choosing An Estate Planning Attorney 

... And How To Make A Loving Choice For Your Family.


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