ATTEND ONE OF OUR INFORMATION SESSIONS
Join us at one of our upcoming information sessions, either in-person or by a webinar
The Next Session Starts In
Introduction to Estate Planning 101, Mothers Leaving Legacies May 1st 12pm
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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 Guardianship 101
Webinar
April 14, 2021
Paulette Lundy
11am
Introduction to Guardianship 101
Webinar
April 28, 2021
Paulette Lundy
12pm
Introduction to Estate Planning 101: Mothers Leaving Legacies
In Person Session
May 1st, 2021
Paulette Lundy
2pm
Introduction to Estate Planning 101: Mothers Leaving Legacies
In Person Session
May 1st, 2021
Paulette Lundy
11am
Introduction to Estate Planning 101
Webinar
May 19, 2021
Paulette Lundy
11am
Protect your Family’s Legacy - Estate Planning 101 Seminar
March 31, 2021
Paulette Lundy
11am
Protect your Family’s Legacy - Estate Planning 101 Seminar
March 18, 2021
Paulette Lundy
12pm – 1pm
The Urgency of Family Legacy Planning.
February 27, 2021
Paulette Lundy
12pm – 1pm
Estate Planning 101.
February 25, 2021
Paulette Lundy
6pm – 7pm
Understanding limits of a Will versus a Trust 101.
January 28, 2021
Paulette Lundy
6pm – 7pm
Estate Planning 101.
January 27, 2021
Paulette Lundy
1pm – 2pm
Estate Planning 101.
December 17, 2020
Paulette Lundy
1pm – 12pm
Intro to Guardianship 101.
November 21, 2020
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
