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Upcoming Events

In-House Seminar: Navigating The Estate Planning Maze - Finding Your Path | November 7, 2024 at 5:30pm

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

Past Events

Open House | October 1, 2024 from 4-6pm

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

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