Living Trust Seminar
from Roy W LitherlandWho Should Attend This Seminar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
At this seminar you’ll learn:
• The advantages and disadvantages of both wills and trusts.
• All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
• Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
• How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
• How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
• How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medi-Cal or Supplemental Security Income (SSI).
• If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
• The importance of planning before you need Long Term Care
The attorneys will also have a Q&A session at the end of the seminar to answer your questions. (from )
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This event has passed.
July 27, 2024 from 10:00 to 11:30 amJuly 27, 2024 10:00 to July 27, 2024 11:30 -
Litherland, Kennedy & Associates, APC, Attorneys at Law, 3425 S. Bascom Avenue, Suite 240, Campbell, California, 95008
3425 South Bascom Avenue, Campbell, CA -
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