MASTER
 
 

End of Summer, Beginning of Planning: Estate Strategies to Preserve Your Legacy

By Schomer Law Group (other events)

Tuesday, August 27 2024 10:30 AM 12:30 PM PST
 
ABOUT ABOUT

 

As the final days of summer draw near, now is the perfect time to take proactive steps towards securing your family's future. Our estate planning seminars offer a unique opportunity to delve into the intricacies of safeguarding your legacy. From sunset picnics to succession plans, we're here to guide you through the transition with expert insights and tailored strategies. Join us as we bridge the gap between summer's end and the beginning of a new chapter in your estate planning journey.

Seminar Highlights:

Understanding Trusts vs. Wills:

  • Exploring the key differences between revocable living trusts and wills
  • Assessing which estate planning tool best fits your unique circumstances and goals
  • Advantages and disadvantages of trusts and wills in estate planning

Decoding Probate:

  • What is probate and how does it impact your estate?
  • Navigating the probate process: timelines, costs, and complexities
  • Strategies to minimize or avoid probate through effective estate planning

Planning for Incapacity:

  • The importance of incapacity planning in comprehensive estate plans
  • Designating a healthcare proxy and financial power of attorney
  • Ensuring your wishes are honored if you become unable to make decisions for yourself

Protecting Your Assets:

  • Strategies for asset protection and preservation
  • Shielding your estate from creditors, lawsuits, and other threats
  • Maximizing wealth transfer to beneficiaries while minimizing tax liabilities

Special Considerations for Families:

  • Addressing unique family dynamics and considerations in estate planning
  • Providing for minor children and loved ones with special needs
  • Crafting a legacy that reflects your values and priorities

Q&A Session:

  • Opportunity to ask specific questions and address individual concerns
  • Clarifying any uncertainties about trusts, wills, probate, and incapacity planning
  • Tailoring estate planning strategies to meet attendees' specific needs and objectives

Why Attend?

  • Ensure peace of mind while traveling by proactively addressing estate planning needs.
  • Receive personalized guidance and expert advice from seasoned professionals.
  • Connect with like-minded individuals and share valuable insights and experiences.
  • Take proactive steps to protect your loved ones and assets, no matter where your travels take you.

Please visit an upcoming FREE seminar. If you have any questions, please contact the experienced Los Angeles estate planning attorneys at Schomer Law Group APC  by calling (310) 337-7696.