IN-PERSON EVENT: Estate Planning Fundamentals and Expert Tips

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 .

Event Venue & Nearby Stays

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