| Topics will include:
- Skip the Shortcuts: Why DIY Estate Plans Fall Short
Learn why DIY estate planning tools can cost more in the long run. Ensure your plan is legally sound, customized, and provides the strongest protection for your family and assets.
- Protecting Your Online Life After You’re Gone
Discover how to safeguard and transfer your cryptocurrency, online accounts, social media, and cherished digital memories so your legacy lives on - securely and intentionally.
- Update the Right Way: Avoid Costly Estate Plan Mistakes
Understand why informal updates like emails or handwritten notes can create legal chaos. Learn the right way to keep your estate plan compliant and enforceable as life and laws change.
- Pass Assets Without Unneeded Tax Burdens
Explore smart strategies to pass your home and other assets to your loved ones without triggering reassessment under Proposition 19 and other Federal taxes.
- Protect Your Estate from Long-Term Care Costs
Find out how 2026 Medi-Cal planning strategies and asset protection tools can help you qualify for care while preserving what you’ve worked hard to build.
- Transition Business Success into a Lasting Legacy
Discover how to take your business and personal wealth to the next level, uncovering strategies to protect, optimize, and secure.
- Transferring Wealth the Right Way
Learn what legal requirements must be done following someone’s death and how to ensure you don’t end up liable.
- Preserving Family Harmony - What Happens When It’s At Risk
Explore practical ways to address family disputes and ensure trustees and beneficiaries understand their roles, rights, and responsibilities.
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