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Learn about a variety of common issues related to estate planning, incapacity and death. Understand the difference between planning tools like wills, trusts, and powers of attorney and how to name legal guardians for minor kids. Identify your next best steps for getting a comprehensive estate plan in place that preserves not just your familyās wealth, but also a true legacy for your loved ones. We will cover:
- How to maximize the inheritance you leave to your children.
- The pitfalls of putting assets into your childrenās names.
- The difference between a will and a trust.
- How to avoid the expenses and delays of probate.
- How to keep your affairs private.
- How to protect yourself in the event of a disability.
- How to avoid the most common estate planning mistakes.
WHAT YOU'LL LEARN DURING THIS FREE WORKSHOP....
IS MY FAMILY AT RISK?
Why does the typical estate plan fail?Ā What you really need to keep your family out of court and out of conflict when something happens to you.Ā
ARE MY ASSETS AT RISK?
What are the most common causes of asset loss in estate planning? How to identify this risk and whether you are exposed, and how to fix it. Ā
MOST PLANS AREN'T FUNDEDĀ
What does funding mean and how do I do it? How proper funding is the key difference between plans that fail and those that avoid thousands in fees.Ā
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CompleteĀ the form to reserve your spot
Space is limited to 10 people, so spots will go quickly.
