Join us for a workshop on
Starting your Year Off Right with Legacy Planning for You & Your Loved Ones
Thursday, January 18th at 3pm PST
@ Sebastopol Center for the Arts
282 S High Street
Sebastopol, CA 95472
It’s a New Year and a great time to get your year started off right by planning for you and your loved ones futures!
Planning is not just about planning for death and putting in place a set of documents that you’ll never look at again. Instead, we want to help you plan for life!
If you want to make sure you aren’t going to leave a mess for the people you love, and want to ensure that what you do leave is full of clarity, love, and a future full of possibility and care, then this workshop is for you!
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
- 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!
