*very limited seating - only 200 spots for each workshop we do..*
Feb 26th
@ 3:00 PM PDT
Only 20 Spots
Very limited workshop...
Beckie & Karen
Co-Owners & Estate Planning Attorneys
What You Will Learn On This FREE Seminar:
Fundamental trust
concepts:
Are there different types of trusts?
What is the difference between a trust and a will?
Do I still need a will if I have a trust?
What assets should go into a trust and which ones should not?
What is probate, and how do trusts avoid it?
How trusts save you, your estate, and your loved ones from loss:
Can trusts save my estate from future creditors?
Can trusts save my estate from being unnecessarily hit by taxes and government processes?
Can trusts save my estate from losing everything just to get help with long term care costs?
How trusts protect you, your estate, and your loved ones:
Can trusts protect my loved one’s Medicaid or SSI benefits, and still let me help provide for them?
Can trusts protect my loved ones, and their inheritance from me, even if they later get divorced, are sued, or are still learning financial responsibility?
Can trusts protect me from living with a poor quality of life if I need long term care one day and I lose the ability to manage my affairs?
Can trusts protect my privacy and the privacy of my beneficiaries?
Trust
Effectiveness:
If I have a trust now, is it still valid?
Is it possible to update a trust?
Does a trust from another state work if I’ve moved?
How do trusts fit into
an estate plan?
Is a trust itself a sufficient estate plan?
How does a trust, or does it, help manage health care?
Does a trust make things easier for my loved ones when I can’t be in charge, and when I’m gone?
Are online forms safe to use?
And Much, Much,
More!!!
We will be covering so much and providing you complete clarity