Workshops & Free Live Webinars

HOT AUGUST NIGHTS – HOT TOPICS
DeDe Soto will be presenting each topic as to how it relates to Estate Planning.
Naming Guardians and Blended Families
Tues., 08/11/20 @ 6:00 pm – Webinar
Learn how to name guardians for minor children, how to protect your assets for your own children in a blended family, handling different distributions and how to create an estate plan for assets that are his, hers and ours.

Irrevocable and Special Needs Trusts
Thurs., 08/13/20 @ 6:00 pm – Webinar
Learn why and when you need to create an Irrevocable Trust and/or Special Needs Trust.  What purpose do they serve and what scenarios would require those types of trusts to be considered. How do they work to protect assets and benefit your loved ones for the long term. 
 
CLICK HERE to Register


Trust Funding and Administration
Mon., 08/17/20 @ 6:00 pm – Webinar
Learn why funding of your Trust can make the administration of your Trust easier to manage and navigate. Learn to avoid the perils of a Trust improperly funded and an administration handled by a reluctant or incompetent trustee.CLICK HERE to Register


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 and Webinars

Our workshops and webinars are informative, LIVE and FREE to attend, 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 Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended.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.