planwithjulie estate planning

Presented by...

Julie Rosenzweig

Your Neighborhood Personal Family Lawyer
planwithjulie estate planning

Presented by...

Julie Rosenzweig

Your Neighborhood Personal Family Lawyer
Join Us!
Protecting the Protectors
Family estate planning for those who need it the most

Firefighters, law enforcement officers, paramedics, and other first responders put their lives on the line every day to protect our communities. You need and estate plan to ensure your loved ones are cared for after you're gone or if you would become incapacitated.

Without a will or trust, it's up to the court to distribute your assets to your next of kin. Having the right estate planning documents in place will guarantee that your wishes regarding your medical care and finances are met, no matter the circumstances.

Meet us at the Iberia Parish Library, Main Branch

Saturday, February 4, 8:30am - 11:30am
Complete The form below to secure your spot

FREE BONUS: Digital Copy of the Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear

Join Us!
Protecting The Protectors
Family estate planning for those who need it the most

Firefighters, law enforcement officers, paramedics, and other first responders put their lives on the line every day to protect our communities. You need and estate plan to ensure your loved ones are cared for after you're gone or if you would become incapacitated.

Without a will or trust, it's up to the court to distribute your assets to your next of kin. Having the right estate planning documents in place will guarantee that your wishes regarding your medical care and finances are met, no matter the circumstances.

Meet us at the Iberia Parish Library, Main Branch

Saturday, February 4, 8:30am - 11:30am
Complete The form below to secure your spot

FREE BONUS: Digital Copy of the Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear

Join Us!
Got questions about estate planning for your family?

"I can't say enough good things about Julie Rosenzweig. After working hard and rearing our family, my husband and I accumulated a rather respectable nest egg. She helped find a financial adviser interested in moving us from investment growth to investment income for our later years. She advised us about long term care options, wills, and the formation of an Irrevocable Trust that will save our funds for children and grandchildren. Her vast knowledge of estate planning helped us make the right choices. Though she specializes in estate planning and elder law, I've thrown a lot of problem situations in her lap over the years. From helping me to avoid penalties when I wrongly ran a police barricade to handling complex inheritance issues, she is always ready with a smile and a keen knowledge of current law to bring things to a positive end. She never fails to be well-organized, well-prepared and she makes certain I understand everything she tells me."

-Sue P.

"Professional, organized, knowledgeable and reliable-Julie has been outstanding to have in our corner."

-Chad A.

"Fantastic experience, Julie helped with specific steps so I was able to get it all done! Highly recommend."

-Kris W.

What You'll Learn

Will trust or ?

What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning. 

Don't fail your loved ones
fAIL

Even if you've created a plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.

what it costs

Most people wonder what estate planning should cost and whether they even need one. We'll guide you to know what it should cost, and also describe our estate planning process so you know your options.

Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.

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