Workshops

Workshop: February 2024 – Estate Planning Basics

February 12, 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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ESTATE PLANNING

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Join us for a workshop on

Estate Planning Basics

Thursday, February 22nd at 3pm PST

@ Graton Community Club
8996 Graton Rd
Graton, CA 954442

Join us for our upcoming workshop on the basics of Estate Planning. Ruby will guide us through what it looks like if you don’t have a plan, how to make sure the people you trust will have the power to help you should you become incapacitated, and what documents you need to ensure you are not leaving a mess for your loved ones, giving you much needed peace of mind. Refreshments and snacks will be provided. Space is limited, so please register below to save your seat now!

Have you ever asked 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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