Wills, Trusts, and Powers of Attorney- why you may or may not need them
How to disinherit family members who contest your estate plan
How to protect your estate against court involvement if you are injured or get sick. (Hint: not all Powers of Attorney will help protect assets!)
Why putting property in your children’s name may be reckless and dangerous.
How to protect your children’s inheritance against ex-spouses or lawsuits.
How to provide for special needs children and grandchildren.
How probate works and, more importantly, how you can avoid probate.
The benefit of passing on your family values, wisdom and life stories to your heirs.
Who Should Attend This Workshop?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
In this workshop you’ll learn:
The advantages of Revocable Trusts and Irrevocable Trusts
The documents everyone needs to get through a health crisis
How Probate works, and more importantly, how you can avoid Probate (with its costs and delays) altogether
Why putting property in children’s names may be a mistake
How to protect your estate if you become incapacitated
Preventing underage children or irresponsible adults from spending their inheritance all at once
Protecting your children’s inheritance from their future ex-spouses, lawsuits and other claims
Providing for children and grandchildren with special needs
Preserving your estate for your children if your surviving spouse gets remarried
