Estate Planning Seminar

Effective Estate Planning Workshop (In-Person)

January 11, 10am-11am

Have you heard about different types of estate planning documents, but you don’t know what they are or where to start? In this free workshop, I’ll go through some of the most important estate planning legal documents you need. Specifically, I’ll discuss Power of Attorney and Advance Health Care documents including what they are, how to use the statutory forms, and things to consider modifying or adding to best suit your situation and your wishes. Finally, I’ll discuss how to determine whether you need a trust.

Call (657) 571-1241 to register Register Now

Trusts 101 Workshop (In-Person)

February 8th, 9am-10am

Join me for a free workshop where I’ll review the basics of developing a trust. In this webinar I’ll review how to identify your objectives with examples of the types of things a trust can accomplish for you so you can evaluate what you want YOUR trust to accomplish. Then I’ll explain how to evaluate different trust structures in light of your objectives and special terms you may want to consider regardless of the type of trust. Finally, I’ll discuss the process of drafting and funding the trust.

Call (657) 571-1241 to register Register Now

Effective Estate Planning Webinar

(On Demand)

Have you heard about different types of estate planning documents, but you don’t know what they are or where to start? In this free 45 minute webinar, I’ll go through some of the most important estate planning legal documents you need. Specifically, I’ll discuss Power of Attorney and Advance Health Care documents including what they are, how to use the statutory forms, and things to consider modifying or adding to best suit your situation and your wishes. Finally, I’ll discuss how to determine whether you need a trust.