Does Your Trust Leave You and Your Loved Ones Exposed?
Join us for our free webinar and discover those areas in your Trust that most often lead to serious problems.
During our webinar we will share with you the most common problems that we’ve discovered in trusts created by other attorneys. You will also learn:
- 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 a Free Webinar
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.
What ouR clients
are saying about us
"I highly recommend Preston Estate Planning to anyone wanting estate planning assistance. The cost of preparing legal documents for our estate needs is so very worthwhile and gives me peace of mind that my legal matters are organized for me and my family."
Vicki WilsonPreston Estate Planning Client"We've both been working with Preston since 1998 and he's done fabulous work for us and we love the seminars and the brochures that he sends us and his availability."
Carolyn ShieldsPreston Estate Planning Client"He's not just playing a role. I feel comfortable with him. He is compassionate. He explains things to people in terms that they can understand and grasp the idea. And the clients that I brought to him have stayed with him over the 17 years."
Lola WeisgerberPreston Estate Planning Client"John is just the ultimate professional and when I hear him speak, I feel my father's estate is in good hands. To me, having a qualified estate planning group is of the utmost importance."
David NerhoodPreston Estate Planning Client
