Join us for a free workshop on
Estate Planning Basics
Tuesday, March 11, 2025 at 4:00pm PST
@ the Santa Rosa Veteran’s Hall
1351 Maple Ave
Lodge Room
Santa Rosa, CA 95404
Transform your future with proven Estate Planning strategies during our workshop “Estate Planning Basics”
Why you should attend:
Learn how to protect your assets and ensure your wishes are honored with strategic estate planning.
2. AVOID LEGAL PITFALLS
Discover ways to minimize legal complications and costs associated with probate and estate distribution.
3. GAIN PEACE OF MIND
Get expert advice on crafting a plan that secures your family’s future and gives you peace of mind.
Do you want to make sure the people you choose are making the decision you want when you pass away? Join us for our upcoming workshop on Estate Planning fundamentals, where Ruby, your friendly neighborhood Estate Planning lawyer, will equip you with crucial information and perspectives.
In this engaging session, Ruby will guide you through the essentials of estate planning, highlighting the possible repercussions of not having a plan in place. You will discover how to ensure that trusted individuals have the necessary legal authority to act on your behalf, particularly in cases of incapacity.
Moreover, Ruby will outline the essential documents required for a comprehensive estate plan, alleviating stress and uncertainty for your loved ones during challenging times. Depart from this workshop with a sense of reassurance, knowing that you have taken the essential measures to safeguard your assets and provide for the future of your family.
We will offer refreshments and snacks to enhance your learning experience. Space is limited, so please register to secure your spot. Seize this opportunity to acquire valuable insights into estate planning and safeguard your legacy!
Have you thought to yourself:
How can I protect my loved ones from the lengthy arduous process of Probate?
What happens if I don’t have a plan in place when I pass away?
How can I maximize my retirement and savings to leave a legacy for my children, grandchildren, friends, and family?
We will answer these questions and more…
Topics we’ll cover:
ESTATE PLANNING ESSENTIALS
Learn the key tools of estate planning, including wills, trusts, and powers of attorney.
PROBATE AVOIDANCE
Learn strategies to bypass the probate process, saving time and money.
ASSET PROTECTION
Discover ways to shield your assets from creditors and ensure they go to your chosen heirs.<
TAX EFFICIENCY
Explore tax-saving strategies that can help preserve your estate’s value.
LONG-TERM CARE PLANNING
Plan for potential long-term care needs without depleting your estate.
Space is limited, so please reserve your seat by registering below. We look forward to seeing you there!
