Learn how to protect your family and assets with a solid estate plan. This seminar covers wills, trusts, and how to avoid probate - all in about 90 minutes.
What to Expect in Just 90 Minutes
Every seminar is a relaxed conversation in plain language. Bring your questions, bring a friend, and walk away with a clear picture of where your estate plan stands and what steps to take next.
Topics We Cover
A preview of what you will learn at the seminar.
Learn how a revocable living trust can keep properly titled assets out of probate and direct who inherits them. It does not shield your assets from your own creditors. We explain what it can and cannot do.
Discover what probate means for your family, including potential costs, delays, and loss of privacy. Learn how trust funding and beneficiary designations can help avoid probate for the assets they cover.
Gain clarity on the differences between wills and trusts. Understand how a revocable living trust can provide flexibility, privacy, and control compared to a last will and testament.
Uncover the critical mistakes people often make, such as putting property directly in children's names. Learn practical solutions to prevent unintended consequences and costly legal battles.
Demystify the roles of essential estate documents including trusts, wills, powers of attorney, and medical directives. We explain clearly why each document matters and how they protect you in different scenarios.
You worked hard for what you have. Learn how a trust with spendthrift terms may protect a child's inheritance from some creditor claims before distribution, with legal exceptions. Divorce outcomes depend on separate-property rules and your child's circumstances, not a blanket trust guarantee.
Learn how medical and financial powers of attorney ensure your decisions are honored if you are ever incapacitated. We guide you on making your directives clear and legally enforceable.