Free Live Webinars, Workshops

and Specials Offers

Probate

THE PERILS OF PROBATE

Join our FREE Live Webinar on Monday, September 19, 2022 at 6:30pm

  • Learn what Probate is and how much it can cost you and loved ones
  • Find out what essential estate planning documents you need to AVOID Probate and SECURE your assets.
  • Learn how to PROTECT your family and your assets should something happen to you

CLICK TO REGISTER


 

The College PAC - 3 Do you have an 18 year old headed off to college in the fall?

 

Did you know when your child turns 18 you no longer have the authority to make health care decisions on their behalf? Not only do you lose your rights to their health care, but in an emergency, you also lose rights to their financial and digital assets such as their phone, laptops, etc.

 

You need 3 important documents in place in order to protect your child if something were to happen to them. Right now our firm is running a Summer Special called the College Pac-3 which includes:

 

Health Care Directive
(HIPAA Release, End of Life Decisions)
Health Care Power of Attorney
(Health Care Decisions)
Durable Power of Attorney
(Financial Decisions)

 

$399
(Originally $550 / Includes Notarizations / Expires 9/30/2022)

 

We will prepare your teen’s documents so that they are protected and you have peace of mind. The process is fast and simple with long-lasting protection. So get your PAC on!

 

P – Prepare Essential Documents
A – Approve Your Agents
C – Confirm, Sign and Notarize

 

Be sure to share this offer with family and friends who have kids going off to college in the fall. Makes a great Graduation Gift!

 

Call or email us today to get started!

 


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 Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended.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.

Here some of our Event Topic Highlights:

  • How to Avoid Probate in California
  • Maintaining your Estate’s Privacy
  • Protecting your estate against a living probate if you become incapacitated
  • Health Care Directives and HIPAA Release
  • Financial Durable Power of Attorney
  • 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 name the right short-term AND long-term guardians for your minor children

 

Hear what some our previous attendees have to say about DeDe’s presentation.
  • Enjoyed your presentation DeDe! Learned quite a few new points. Sylvia
  • Very informative, clear, and concise. Best in family preparation I’ve ever heard and I work with top-rated attorneys nationwide! Andrea
  • This was very informative and educational. I have a better understanding of how things should be and what I need to check for my mother. Thank you., Olga
  • You are a very dynamic speaker. Info clear and informative., Michelle
  • Very informative today! Such a pleasure to be here. I am very encouraged to get our trust going. Thank you so much., Laura
  • Excellent presentation, easy for people to understand. Very practical approach. Martha

Workshop attendees may qualify for a complimentary Estate Planning 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 you have with DeDe Soto 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.  Complimentary consultations are for attendees who do not have an Estate Plan. Trust Reviews, Trust Administration and Conservatorship consults are subject to fees.