Workshops

Friday, May 29, 2020 at 1:00 pm

Estate Planning and Real Estate Outlook

Presented by
R. DeDe Soto and Ericka McAbee

FREE Webinar Workshop Event

Join us and learn what are the essential Estate Planning documents that you need to have in place and get an update on the current Real Estate market. Now more than ever your home and assets need to be protected. If you are looking to sell or buy a new home now or in the near future you need to know how to protect your greatest asset AND your family should the unthinkable happen.

Click HERE to Register

Click Here for Event Flyer

or call 888-735-7686

Registration is Required.

After you RSVP you will receive a registration confirmation email with the webinar URL address and password. The platform we are using is ZOOM and you are not required to have an account to join the webinar

 

Friday, June 19, 2020 at 10:00 am
and
Monday, June 22 at 5:00 pm

Naming Guardians and Estate Planning 101

Learn how to PROTECT your family and your assets from the TOP TEN ESTATE PLANNING MISTAKES! This workshop is informative and will help you discover how you can protect your loved ones should something happen to you.

Presented by
R. DeDe Soto

FREE Webinar Workshop Event

Click HERE to Register

Click Here for Event Flyer

or call 888-735-7686

Registration is Required.

After you RSVP you will receive a registration confirmation email with the webinar URL address and password. The platform we are using is ZOOM and you are not required to have an account to join the webinar

Details About Our Workshops

Come and learn how to PROTECT your family and your assets from the TOP TEN ESTATE PLANNING MISTAKES. This workshop is informative and will help you discover how you can protect your loved ones should something happen to you. Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won't work as intended.

Everyone needs an estate plan, not just the rich and famous. Not only that, everyone needs the estate plan that works best for their unique situation.

Event Topic Highlights:

  • How to Avoid Probate in California
  • Whether you need a Comprehensive Will based Estate Plan or Living Trust
  • Maintaining your Estate's Privacy
  • Protecting your estate against a living probate if you become incapacitated
  • Why putting property in your children's names as part of your Estate Plan may be a mistake
  • Protecting your children's inheritance in the event of divorce, lawsuits and other claims
  • Preserving your estate for your children if your surviving spouse remarries
  • Providing for special needs children and grandchildren
  • How to avoid losing your estate to nursing home expenses
  • The proper way to address and protect your IRA's and 401k's
  • How to name the right guardians for your minor children

NOW IS THE TIME TO CONSIDER ALL OF YOUR OPTIONS. YOU HAVE WORKED HARD FOR WHAT YOU HAVE BUILT.

All workshop attendees will receive a FREE follow up Family Wealth consultation and a $250 gift certificate that they can apply towards their Estate Plan Package. Some restrictions do apply.*

What is a Family Wealth Consultation? It is the "one on one" time, approximately 2 hours, you have with DeDe to discuss your estate planning needs in detail. DeDe will guide you through difficult decisions, make recommendations on what type of plan would work best for your situation and offer a custom Estate Planning Package. At the end of your consult appointment, you can decide to engage or decline. No pressure, no obligation.

Gift certificates are redeemable only on the day of the 1st Consult appointment. The amount cannot be applied towards "a la carte" services such as but not limited to Child Protection Plans, Health Directives, Trust Administration or Conservatorships.