We’re now offering our popular Client Funding Workshop online.
Join us from the comfort of your couch!
Saturday, August 7
Client Funding Webinar: 9:00 am
Ask Us Anything Webinar: 10:30 am
The webinar Zoom link for both of these events will be the same, so feel free to join us for the 9:00 am Funding Webinar and/or the 10:30 am Ask Us Anything Webinar.
Funding Webinar, 9:00 – 10:30 am
Who Should Attend This Webinar?
Clients of our firm who have assets you have not yet funded into your Living Trust, or who aren’t sure if you’ve properly funded assets into your Living Trust.
On this webinar we will discuss:
- How and Why to fund your trust
- Concerns about retirement account beneficiary designations and issues with Social Security trust accounts
- We will also answer your funding questions
Ask Us Anything Webinar, 10:30 am
In this webinar, we will discuss recent proposed tax law changes and the possible impact on your estate plan.
We will also answer YOUR questions. Submit your questions in the registration area, or send your estate planning question to email@example.com with the subject “Ask Us Anything” and then join us on August 7th at 10:30 am to hear our answers to your questions. Clients who submit questions in advance will be entered in a drawing for a $50 gift card.
Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally as important. We encourage you to take advantage of this free event.
We look forward to seeing you!
Yes! Send me the instructions on how to join this 90 minute client funding webinar!
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.