Events
Upcoming Events
In-House Seminar: Navigating The Estate Planning Maze - Finding Your Path | November 7, 2024 at 5:30pm
Helping you navigate the various twists, turns and options in building your ideal estate plan. This seminar will cover:
- The Essential Documents in an Estate Plan
- Choosing the Right People to Manage Your Estate and Health When You Cannot
- Weighing the Cost of Probate vs. Estate Planning Now
- Our Process and Team Approach to Make it all Seamless
Past Events
Open House | October 1, 2024 from 4-6pm
Pop into our open house:
- Check out our New Suite
- Chat with our Team
- Enjoy a Free Gift
Webinar: Planning for Their Future
A fresh look at Special Needs Planning covering:
- Special Needs Trusts
- Public Benefits
- ABLE Accounts
- Secure Act 2.0 and Special Needs Planning with retirement assets
Webinar: Rethinking Your Estate Plan – New Strategies for New Laws
This webinar will cover:
- Analyzing options under the SECURE Act
- Should we treat all classes of assets equally in our Estate Plan?
- When to consider using a Charitable Remainder Trust for your retirement assets
- What to do with your home under Prop 19?
Webinar: Scams – No Joke!
This webinar will cover:
- Common Scams Facing our Elders
- Action Plan for Protection: What to Look For
- Unusual Expenditures/Frequent Odd Transactions
- Isolation
- When to Hire a Professional Advisor vs. Family Member
- How Can a Trust Protect families from Scammers?
Webinar: The Duties of a Trustee
This webinar will cover:
- A Living Trust
- Trust Administration
- Your Successor Trustee Duties & Powers
- Traps and Pitfalls: What can go wrong?
- Details about our NEW Successor Trustee Manual - Coming Soon!
- Questions & Answers
Webinar: Special Needs Trust Webinar
This webinar will cover:
- What to consider when reviewing my current Trust and making a life plan for my child?
- Choosing the right Trustee for my situation
- Ensuring an inheritance is put into the right Trust for my child
- The basic rules for ABLE accounts
- Understanding the eligibility rules for SSI
- Understanding Medi-Cal
- Questions and Answers