Join us for a free workshop:
Wine & Wills
Thursday, April 9th at 4:00pm PST
@ North Coast Builders Exchange
1030 Apollo Way, Santa Rosa, CA 95407
Enjoy a glass of wine while learning how to secure your legacy and protect your family’s future. This engaging and approachable workshop makes estate planning easier to understand—and maybe even enjoyable!
Why you should attend:
- PROTECT YOUR LEGACY
Learn how to protect your assets and ensure your wishes are honored with strategic estate planning. - AVOID LEGAL PITFALLS
Discover ways to minimize legal complications and costs associated with probate and estate distribution. - GAIN PEACE OF MIND
Get expert advice on crafting a plan that secures your family’s future and gives you peace of mind.
About the Workshop:
Do you want to make sure the people you choose are making decisions for you and your family when the time comes? Join us for Wine & Wills, where Ruby, your friendly neighborhood Estate Planning lawyer, will guide you through the fundamentals of estate planning—all while you enjoy local wine in a relaxed, welcoming setting.
Ruby will walk you through the essentials of estate planning, highlighting what can happen if you don’t have a plan in place. You’ll learn how to ensure that trusted individuals have the legal authority to act on your behalf, particularly in cases of incapacity. She’ll also explain the essential documents required for a comprehensive plan, helping to reduce stress and uncertainty for your loved ones during challenging times.
What to Expect:
Sip wine, enjoy light refreshments, and leave with the peace of mind that comes from knowing your family and legacy are protected.
Topics We’ll Cover:
- Estate Planning Essentials: wills, trusts, and powers of attorney
- Probate Avoidance: save time and money
- Asset Protection: shield your estate from creditors
- Tax Efficiency: strategies to preserve your estate’s value
- Long-Term Care Planning: prepare for future needs without draining your assets
Space is limited, so please reserve your seat today. We look forward to sharing wine, conversation, and valuable planning strategies with you!
