IN-PERSON EVENT: Estate Planning Fundamentals and Expert Tips

Fri Jan 31 2025 at 01:00 pm to 02:30 pm UTC-08:00

Modern Wealth Law | Irvine

Marshall Reddick
Publisher/HostMarshall Reddick
IN-PERSON EVENT: Estate Planning Fundamentals and Expert Tips
Advertisement
Whether or not you’ve established a living trust yet, there is a plan in place for the disposition of your assets.
About this Event

To receive the link to join this webinar you must RSVP on our website .

Whether or not you’ve established a living trust yet, there is a plan in place for the disposition of your assets. Do you know what the plan is, and whether it’s consistent with your wishes?
This presentation will explain what your current estate plan says based on how your assets are owned, and will answer the following questions:

  1. What documents do you need to have your assets managed according to your wishes?
  2. What’s probate and why do you want to avoid it?
  3. Can you protect your children’s inheritance from their divorcing spouses? What about their creditors?
  4. When do you need to update your estate plan?
  5. What kind of estate planning strategies can be used to minimize tax liabilities?

Protect your assets and ensure a smooth transition for your loved ones! The goal of this presentation is to help you realize the potential for your own estate plan and help you take the right steps to secure your assets for your family. Learn tools and techniques that go beyond the basics and enable you to transfer wealth to the next generation on your terms!

To receive the link to join this webinar you must RSVP on our website .

Advertisement

Event Venue & Nearby Stays

Modern Wealth Law, 2600 Michelson Drive, Irvine, United States

Tickets

USD 0.00

Sharing is Caring:

More Events in Irvine

UC Irvine Anteaters Women's Basketball vs. Long Beach State
Thu, 30 Jan, 2025 at 06:00 pm UC Irvine Anteaters Women's Basketball vs. Long Beach State

UCI Bren Events Center

Zoltan Kaszas
Thu, 30 Jan, 2025 at 08:00 pm Zoltan Kaszas

Irvine Improv

Zoltan Kaszas
Thu, 30 Jan, 2025 at 08:00 pm Zoltan Kaszas

Irvine Improv

Zoltan Kaszas
Fri, 31 Jan, 2025 at 04:00 am Zoltan Kaszas

Irvine Improv

Jason Cheny
Fri, 31 Jan, 2025 at 07:30 pm Jason Cheny

Irvine Improv

Shardad Rohani's Roudaki Orchestra Concert - Orange County
Fri, 31 Jan, 2025 at 07:30 pm Shardad Rohani's Roudaki Orchestra Concert - Orange County

Barclay Theatre Irvine Barclay Theatre

Reiki Mastery Training + Certification
Sat, 01 Feb, 2025 at 10:00 am Reiki Mastery Training + Certification

Private Residence (Address will be given upon registration)

2025 Adventures in Physics
Sat, 01 Feb, 2025 at 12:00 pm 2025 Adventures in Physics

Physical Sciences Lecture Hall

UC Irvine Anteaters vs. UC Davis Aggies
Sat, 01 Feb, 2025 at 07:00 pm UC Irvine Anteaters vs. UC Davis Aggies

UCI Bren Events Center

Carrot Top at Atrium Showroom at The Luxor Hotel
Sat, 01 Feb, 2025 at 08:00 pm Carrot Top at Atrium Showroom at The Luxor Hotel

The Atrium Hotel at Orange County Airport

Irvine is Happening!

Never miss your favorite happenings again!

Explore Irvine Events