Events
Upcoming Events
Fresh Starts & Secure Futures: A Spring Guide to Estate Planning | Friday, April 18th, 2025 at 1 p.m.
As tax season wraps up, it’s the perfect time to focus on securing your family’s future through estate planning.
- Identify the Essential Documents for Your Estate Plan
- Select the Right People to Manage Your Estate and Health Decisions
- Weigh the Costs: Probate vs. Planning Ahead
- Discover Our Seamless Process and Team Approach
Location: Dougherty Station Library
17017 Bollinger Canyon Rd, San Ramon, CA 94582
Past Events
In-House Seminar: Navigating the Estate Planning Maze - Finding Your Path | November 7, 2024 at 5:30 p.m.
Helping you navigate the various twists, turns, and options in building your ideal estate plan. This seminar will cover:
- The Essential Documents in an Estate Plan
- Choosing the Right People to Manage Your Estate and Health When You Cannot
- Weighing the Cost of Probate vs. Estate Planning Now
- Our Process and Team Approach to Make It All Seamless
Open House | October 1, 2024 from 4–6 p.m.
Pop into our open house:
- Check Out Our New Suite
- Chat with Our Team
- Enjoy a Free Gift
Webinar: Planning for Their Future
A fresh look at Special Needs Planning covering:
- Special Needs Trusts
- Public Benefits
- ABLE Accounts
- Secure Act 2.0 and Special Needs Planning with Retirement Assets
Webinar: Rethinking Your Estate Plan – New Strategies for New Laws
This webinar will cover:
- Analyzing Options Under the SECURE Act
- Should We Treat All Classes of Assets Equally in Our Estate Plan?
- When to Consider Using a Charitable Remainder Trust for Your Retirement Assets
- What to Do with Your Home Under Prop 19?
Webinar: Scams – No Joke!
This webinar will cover:
- Common Scams Facing Our Elders
- Action Plan for Protection: What to Look For
- Unusual Expenditures/Frequent Odd Transactions
- Isolation
- When to Hire a Professional Advisor vs. Family Member
- How Can a Trust Protect Families from Scammers?
Webinar: The Duties of a Trustee
This webinar will cover:
- A Living Trust
- Trust Administration
- Your Successor Trustee Duties & Powers
- Traps and Pitfalls: What Can Go Wrong?
- Details About Our NEW Successor Trustee Manual - Coming Soon!
- Questions & Answers
Webinar: Special Needs Trust Webinar
This webinar will cover:
- What to Consider When Reviewing My Current Trust and Making a Life Plan for My Child?
- Choosing the Right Trustee for My Situation
- Ensuring an Inheritance Is Put into the Right Trust for My Child
- The Basic Rules for ABLE Accounts
- Understanding the Eligibility Rules for SSI
- Understanding Medi-Cal
- Questions and Answers