Thank you for your interest in our upcoming workshop. However, based on the criteria for attendance, you did not qualify to participate. Instead, we would like to invite you to join our informative webinar.
This webinar covers essential topics that serve as an excellent starting point for your learning journey.
Throughout the webinar, we’ll discuss prevalent issues we’ve identified in trusts crafted by other attorneys. You’ll also gain insights into:
- Why the standard living trust doesn’t work anymore and what you can do about it
- How to ensure that your children’s inheritance is protected if they get divorced or sued
- The 3 most important protections that you need in your trust, and why they’re often missing
- One simple change you can make to your trust to protect you from financial elder abuse
- The most common mistake people make with their trust checking accounts
- 2 words that you should have in your trust to ensure your children don’t lose your Prop 13 tax benefits
- How to reduce (or eliminate) capital gains taxes (if you own a home you don’t want to miss this one!)
- Who should be named as beneficiary on your life insurance (it’s not who you think)
- The new law that affects your IRA or 401k and how to avoid a tax disaster
Register for Our
Upcoming Webinar Today!
You can ask questions during the presentation (we’ll explain how to do that when the webinar starts, don’t worry it’s super easy). The webinar will last approximately 60 minutes depending on how many questions we get.