Virtual Zoom Workshop – Estate Planning 101
Protecting your family assets for your special needs children
Tuesday, January 23, 2024, 12:00pm – 1:00pm
Virtual workshop link will be sent after registration
Attendees Will Learn:
• How to avoid the negatives of the Probate experience such as time, fees, procedure, laws, what your loved ones will experience, and so on.
• What is a trust, how does it work and what are the options within a trust to meet your personal and financial goals, trust funding, trust updates.
• How to protect your assets and ensure the money you leave behind is safeguarded from creditors, predators, any future marriages your surviving spouse may enter into, and divorces your children may have.
• Discussion of medical directives, what is HIPAA, what is an Advanced Health Care Directive, What is a Living Will.
• Understanding what matters most to you and how to meet your legal and emotional needs when it comes to estate planning.
• How to establish a proper estate plan by evaluating an estate planning lawyer, additional resources, expected costs and fees, etc.
Register at https://forms.office.com/r/pi868YDfdb