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Join us at one of our upcoming information sessions, either in-person or by a webinar
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What You Should Expect To Learn
Legal Planning for Kids with Special Needs
Future planning for the care of a child with special needs can be a daunting responsibility for parents. We understand those concerns and we are here to help guide you through the process of designing and executing a plan that will work when needed.
ESTATE PLANNING 101 – WILLS AND TRUSTS
Learn the basic pros and cons of having a will verses a trust and what’s needed to protect your family from being unwittingly dragged into Probate Court. Additionally, you will learn tips to protect assets that can minimize the loss of generational wealth.
PLANNING FOR SENIORS – ELDERCARE
You’ve worked hard to acquire your assets so why not protect it. Learn how to safeguard what you’ve accumulated and safely navigate the Medicaid process into your golden age while minimizing financial losses to the generations that follow.
5850 Waterloo Rd #140, Columbia, MD 21045, USA
16 Middle Neck Road #141 Great Neck, NY 11021
Event schedules
11am
Introduction to Estate Planning 101
Zoom Session
July 15th , 2021
Paulette Lundy
11am
Introduction to Estate Planning 101
Zoom Session
July 29th, 2021
Paulette Lundy
7pm
Introduction to Estate Planning 101: Men's Edition
Zoom Session
June 30th, 2021
Troy Lundy
7pm
Introduction to Estate Planning 101: Men's Edition
Zoom Session
June 10th, 2021
Troy Lundy
11am
Introduction to Estate Planning 101
Webinar
May 27, 2021
Paulette Lundy
11am
Introduction to Estate Planning 101
Webinar
May 19, 2021
Paulette Lundy
WHAT’S IN IT FOR ME…?
Legacy and Life Planning TALKS CAN BE TOUGH
Although planning for the future can be a bit overwhelming, we strive to make the process understandable and simple. Our goal is to ensure that you experience a peace of mind throughout the process and upon the realization of knowing that your plan is in place. Our webinars, seminars and workshops are informative and empowering.
You will learn the importance of identifying and naming temporary and permanent guardians as well as other required documents and instructions that are needed to implement and ensure that all matters concerning you and your children are handled with precision and specificity.
NEED A SPEAKER FOR YOUR EVENT?
Who’s Speaking?
Paulette’s life is devoted to educating people about the pleasures of planning your legacy “Your Way” and securing your family’s peaceful future in your absence. Paulette has served in several legal capacities, both in New York and Maryland. Throughout her entire legal career, Paulette has helped thousands of family members, friends and clients to legally design an estate plan that meets their needs and the needs of their loved ones.
Paulette has focused on advising and consulting individuals on their legal options concerning tax avoidance, guardianship, property transfers, wills and trusts design, powers of attorney, advanced healthcare directives, business set up and consulting and other personal, family and business estate planning topics. Her passion and mission is to ensure that people are provided with the best opportunity to plan, protect and provide for whomever and however they desire.
Attorney Paulette Lundy
Founder of the Lundy Law Group, LLC
Book Paulette For Your Next Presentation
Our latest news & articles
The Legal Documents You Need When Your Child Turns 18
Contrary to widespread belief, estate planning is beneficial to young people, especially college students. Once a child reaches age 18, the age of majority, parents are no longer able to handle matters on their behalf without written approval like they used to.
How Much Should an Estate Plan Cost You and Your Family
Juneteenth and the Plight of the Homeowner
Although Black Americans have the right to purchase homes after experiencing centuries of disparities, there are still significant disparities in homeownership and wealth accumulation for Black Americans in comparison to White Americans.
