Join us for a free workshop:

Estate Planning Basics

Thursday, April 16th at 4:00pm PST

@ Epicenter

3215 Coffey Lane
Santa Rosa, CA 95403

 

A Free Estate Planning Workshop

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!

Why You Should Attend:

PROTECT YOUR LEGACY
Learn how to safeguard your assets and ensure your wishes are honored with a comprehensive estate plan.

AVOID LEGAL PITFALLS
Discover how to minimize legal complications, delays, and costs associated with probate and estate distribution.

GAIN PEACE OF MIND
Get expert advice on creating a plan that secures your family’s future and gives you lasting peace of mind.

What to Expect:

Enjoy light refreshments, friendly conversation, and actionable information that will help you start the year organized, secure, and prepared.

 

Topics We’ll Cover:

• Estate Planning Essentials: wills, trusts, and powers of attorney
• Probate Avoidance: save time, money, and stress
• Asset Protection: keep your estate safe from creditors and conflict
• Tax Efficiency: preserve more of your legacy for your loved ones
• Long-Term Care Planning: prepare for the unexpected without losing financial security

 

Space is limited, so please reserve your seat today. Let’s make 2025 the year you gain clarity, confidence, and peace of mind through planning.