Client Appreciation Workshop

Location:
Litherland, Kennedy & Associates
3425 S. Bascom Avenue, Suite 240
Campbell

Get Your Ducks in a Row — Setting Up Your Trustees and Beneficiaries for Success

Join us for a special client appreciation workshop led by Attorneys Justin M. Kennedy and Rianne Lu. This event will focus on key steps you need to take to ensure your estate plan is effective and your successor trustees and beneficiaries are well-prepared.

Topics covered will include:

• Ensuring your assets are properly funded into your living trust.
• Updating beneficiary designations on retirement accounts and life insurance policies.
• Communicating your estate plan and end-of-life decisions with loved ones.
• Explaining the importance of your estate planning portfolio to your loved ones and reminding you to complete the supplemental documents in your binder to set up your loved ones for success.
• Providing resources to help successor trustees and agents fulfill their duties effectively.

Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally important. We encourage you to take advantage of this free event.

We look forward to seeing you!

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About the Speaker:

About Litherland, Kennedy & Associates

We have been providing quality estate planning services in the Greater Bay Area since 1975. Our firm is committed to helping those concerned with protecting their families from the devastating legal effects of disability and death. With the aid of public seminars, educational presentations, articles, and radio/television interviews, we have championed the use of revocable living trusts as a proven way to protect families from probate, to minimize or eliminate federal estate taxes, and to prevent the Medi-Cal Recovery lien. We are members of the American Academy of Estate Planning Attorneys and National Academy of Elder Law Attorneys.