Estate Planning Seminar

Into To Special Needs Trusts (In-Person)

March 8, at 9am

Have you heard about special needs trusts, but you don’t know what they are or where to start? In this free workshop, estate planning attorney Rebecca Sommer will go through essential information about how to protect your loved one(s) with special needs. Specifically, she'll cover what a Special (or Supplemental) Needs Trust is, why it is important, and how it ensures your loved one(s) will be taken care of long after you're gone. She will also briefly cover ABLE accounts and how they work hand-in-glove with a Special Needs Trust to best benefit your loved one.

Call (657) 571-1241 to register Register Now

Retire Now And Costly Estate Planning Mistakes Seminar Series (In Person, Includes Lunch)

May 3rd, at 10am

Join me for a double feature! Susan Miller from Slaten Wealth Management will kick off this two-part seminar series with tax efficient retirement tips to help you retire now.

Then we'll cover how to avoid some of the most costly estate planning mistakes made by middle-class families in Orange County and LA. In fact, while most people know death and taxes are guaranteed, they are surprised to learn that there's a LOT more to smart estate planning than just dealing with "death" tax issues?

Learn how to save your loved ones hundreds of thousands of dollars in capital gains, income, and property taxes, while avoiding the costs and headache of probate court. Plus learn how to best protect yourself and your loved ones from losing valuable inheritance funds due to unfortunate (or unforseen) events.

In this free workshop, authors Rebecca Sommer, JD and Susan Miller, EA will walk through some of the costly mistakes covered in their book Costly Estate Planning Mistakes and discuss how to avoid them.

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.