Very informative, interesting and relative to our life process.

Anglia

Most of the attendees have already initiated elder planning and others are now considering long term planning for their future. For those moving across state lines the forum is a must along with a vision meeting to better serve your intent.

Daniel

I have been developing my plan for several years and the session opened up topics that have not been addressed that are essential.

J. C.

This workshop presented many ideas and info I was not aware of. The scope of the workshop was vast. This is an experience you should attend no matter how large or small your estate is.

A. H.

You got us ready for a problem we never saw coming.

Larry Hershoff, Sunset Beach, NC

You cracked it wide open for us.

John Murphy

I would recommend this presentation to anybody over the age of 55. 

Paul Stutz, Leland, NC

Excellent information in a relaxed atmosphere. Terminology used in the presentation was great. Helayne was personable, informative, knowledgeable and not pushy ... did not feel like a sales pitch.

Pamela Conyers

Great info to stimulate thoughts and questions, especially about existing revocable trust.

Bill O’Brien

Excellent presentation. Helayne really connects with the audience and explains the information in a way that is easy to understand.

Deborah

Wonderful & informative....a must-attend seminar! Helayne is very knowledgeable about elder law and feel confident moving forward with my estate planning after attending this valuable workshop.

Sherry

It’s a lot of information, but not so much that you can’t move forward with the planning process. Really lowered the anxiety level.

I think this session was very informative. I recommend that everyone should be aware that you need to be proactive with your estate & life care planning. You must plan for the second half of your life or it may not be as you envisioned!

All I could say is, don’t wait once you go to the first seminar sign up for the Vision meeting get it done. Life is too short not to and you don’t want to be in a bind in the end.

Joan

The seminar was thoughtfully crafted and delivered with genuine care. The presenter’s personal touches and patient approach created a welcoming atmosphere that made the experience truly engaging. The content was both powerful and practical—offering insights that are not only impactful but also extremely beneficial. A truly enlightening experience for all who attend! It will prompt you to take action and not wait until it's too late to fully protect your assets and family.

Rose

Very well presented, very knowledgeable speaker, facility was comfortable friendly and welcoming.

Anonymous

I had great experience. I think I listened to every word, which is good for me... I am definitely going to recommend this to my friends, who are all near 65. Let's all streamline this process for our loved ones.

Paul

Excellent presentation. You know what you are talking about.

AD

Great information targeted to the specific audience intended.

Dale, NC resident

Even if you think that you know all that you need to know, you don’t. If you have not partnered with an expert on the subject, you cannot know how much you are missing

Karen Ferris

Oh, what we didn't know! The workshop made it clear we were not prepared for our golden years! But we now have an opportunity to do things right!

Regina

I originally signed up for the workshop, knowing that I was interested in the topics being offered. I invited my husband to join me and he agreed to go. He actually thanked me after the presentation, saying "good job Linda"...this is exactly what we need. We scheduled an appointment to have all of our "documents" from New York reviewed and updated now that we live full time in North Carolina. Helayne was amazing.

Linda

There were lots of eye opening facts that we have not heard before.

YT

Very informative coming from a very experienced elder attorney. She shows empathy and concern for old folks.

Great presentation! Very informative and highly recommend.