Estate Planning

Events

Upcoming Events


Tacos and Trusts - Summer Edition
Jun
22
12:00 PM12:00

Tacos and Trusts - Summer Edition

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Estate Planning: Making Sure Your Loved Ones Are Taken Care Of
Apr
13
10:30 AM10:30

Estate Planning: Making Sure Your Loved Ones Are Taken Care Of

Come learn about the steps you can take to make sure that you and your loved ones are taken care of should something happen to you.

It is very difficult when something happens to a loved one. The situation is often made more difficult when there was no planning in place. You can set your loved ones at ease knowing that you have made a plan. 

In this seminar, you will learn about the steps you can take to make sure you and your loved ones will be taken care of the way you want. 

Questions the seminar will address:

  • Do you know exactly what will happen to your assets if you become incapacitated or die?

  • Do you know who will raise your children if something happens to you?  

  • Is there someone you do not want raising your children?    

  • Have you authorized someone to talk to your doctors if something happens to you? 

  • Or to make medical decisions if you are not able to?  

  • Or to make financial decisions if you are not able to?

  • Would you want your children to inherit all of your property when they turn 18, or if they have a drug problem?

  • Have you considered that after you die your spouse could remarry and lose all your hard-earned assets to their new spouse?

  • Would you want to protect your children’s inheritance from being lost to creditors or in divorce proceedings?

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Estate Planning: An Act of Love for Your Family
Jan
21
11:30 AM11:30

Estate Planning: An Act of Love for Your Family

  • Beverly Hills All Saints' Episcopal Church (map)
  • Google Calendar ICS

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Tacos and Trusts
Dec
9
12:00 PM12:00

Tacos and Trusts

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