Workshop: April 2024 – Estate Planning 101

April 8, 2024

I have practiced law for over 15 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.

Hi, I'm RUBY

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Why the Knives May Come Out at Death

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Join us for a workshop on

Estate Planning 101

Thursday, April 18th at 4:30pm PST

@ Santa Rosa Veterens Hall
Dining Hall Room – East Side
1351 Maple Ave
Santa Rosa, CA 95404

Are you ready to take control of your future and protect your loved ones? Join us for our upcoming workshop on Estate Planning 101, where Ruby, your friendly Estate Planning attorney, will provide you with essential knowledge and insights.

During this interactive session, Ruby will guide you through the basics of estate planning, discussing the potential consequences of not having a plan in place. You will learn how to ensure that the people you trust will have the legal power to make decisions on your behalf, especially in the event of incapacitation.

Additionally, Ruby will explain the key documents you need to have a comprehensive estate plan, minimizing stress and confusion for your loved ones during challenging times. Walk away from this workshop with peace of mind, knowing that you have taken the necessary steps to protect your assets and provide for your family’s future.

To make your learning experience even more enjoyable, we will provide refreshments and snacks. However, space is limited, so make sure to register below to secure your seat. Don’t miss out on this opportunity to gain invaluable knowledge about estate planning and safeguard your legacy.

We look forward to seeing you at the workshop!

Have you thought to yourself:

How can I protect my loved ones from the Long Term care costs associated with aging?

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…

Topic we’ll cover:

  • How to maximize the inheritance you leave to your children
  • How to protect your assets from long term care costs
  • The pitfalls of putting assets into your children’s names
  • How to make sure the people you choose can make decisions on your behalf if you become incapacitated 
  • The difference between a will and a trust
  • How to avoid the expenses and delays of probate
  • How to avoid the most common estate planning mistakes
  • And so much more…

Space is limited, so please reserve your seat by registering below. We look forward to seeing you there!

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