We are excited to see you again live for a very important seminar with updates to several law changes. A light breakfast will be provided! All trustees, beneficiaries, and other guests are encouraged to attend.
Topics will include:
- Why Not Legal Zoom? You Can’t Sue Yourself: How to ensure your estate plan is established correctly and that it provides the best protections for you and your family.
- Preserve Your Digital Legacy: How to pass your cryptocurrency, digital accounts, social media, and cherished photos.
- Emails Aren’t Amendments! How to ensure your estate plan life and law updates are legal and enforceable; don’t let your changes cause a lawsuit.
- Keep Your Property in Your Legacy: How you can pass your property to your loved ones without reassessment under Proposition 19 rules.
- Don’t Lose Your Estate To Long Term Care! How major Medi-Cal changes and protections can ensure you receive the care you need without losing everything you’ve built.
- Your Business is Personal, Your Planning Should Be Too! Discover essential insights on minimizing tax liability, LLC formation, business planning & compliance with new laws.
- Secure Your Future: Discover how to seamlessly transfer your assets after death.
- Keep The Peace: Learn how to prevent family disputes and navigate trustee & beneficiary rights and responsibilities.
Be sure to reserve seats for you and your guests by clicking the button below or calling our registration line at 800-244-8814. |