Client Review Workshop

Has it been more than 5 years since you’ve signed your living trust estate plan with our office?  Have you been unable to attend our recent client appreciation seminars?

In this workshop, we will discuss:

• The importance of assuring that your estate plan reflects your current wishes
• Updates in the law with regard to estate planning and Medi-Cal planning
• We will also answer your questions

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.

Seating is limited. Reservations are required.

Note:  Please do NOT bring your estate planning documents/binder with you to this workshop. Unfortunately, the attorney does not have the time to review documents during the workshop.  After attending the workshop, we would be happy to schedule a free personal consultation where the attorney can discuss your documents with you.

FUNDING YOUR TRUST:
Do you still have assets to fund into your Living Trust?
Find out how to properly transfer those assets into the name of your Trust

As part of our commitment to help keep you informed on estate planning matters, we are hosting a Client Workshop on Funding Your Trust.  If you have assets that you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded into your Trust.

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.

Seating is limited to 25 people and reservations are required.