Trusts & Wills (In-Person)
September 16, 22, and 24 at 6pm
Cypress Senior Center
Interested in estate planning but not sure where to start? Come to this free informative seminar jointly presented by attorney Rebecca Sommer and wealth management professional Susan Miller. We will cover estate planning basics, how to minimize taxes and maximize the benefits to your beneficiaries, and how to avoid probate and conservatorship proceedings.
Call 714-215-4028 to register.
Effective Estate Planning Webinar
(On Demand)
Have you heard about different types of estate planning documents, but you don’t know what they are or where to start? In this free 45 minute webinar, I’ll go through some of the most important estate planning legal documents you need. Specifically, I’ll discuss Power of Attorney and Advance Health Care documents including what they are, how to use the statutory forms, and things to consider modifying or adding to best suit your situation and your wishes. Finally, I’ll discuss how to determine whether you need a trust.
Register HereTrusts 101 Webinar
(On Demand)
Join me for a free 45 minute webinar where I’ll review the basics of developing a trust. In this webinar I’ll review how to identify your objectives with examples of the types of things a trust can accomplish for you so you can evaluate what you want YOUR trust to accomplish. Then I’ll explain how to evaluate different trust structures in light of your objectives and special terms you may want to consider regardless of the type of trust. Finally, I’ll discuss the process of drafting and funding the trust.
Register Here
Call For A Free Assessment Of Your Needs - (714) 215-4028
