If you own real estate in California or have minor children please come to one of our free workshops on how to protect them in the event of your incapacity or death. We will go over - What is estate planning? -Who needs estate planning? - What is a Will and Trust? - Best practices for protecting your estate for your family. Seats are limited.
This event is perfect for those who:
- Have minor children
- Own any real estate
- Have a total estate worth more than $150,000
- Have sentimental items that you would like to go to your loved ones.
What is esate Planning?
Estate Planning is setting up a plan to transfer what you have to whom you want, when you want, all while avoiding unnecessary taxes, court and attorney fees, and family turmoil.
A Complete Estate Plan Includes:
- Revocable Living Trust
- Pour Over Will
- Financial Power of Attorney
- Health Care Power of Attorney
- HIPPA Authorization
- Guardian Selection
- Funding Instructions
- Transfer Deed
- Living Will
Dinner will be included.