YOU’RE INVITED
TO WATCH
OUR FREE WEBINARS
REGISTER TODAY:
At our FREE Webinars, Attorney Maritess Bott will discuss several important issues, including:
- The failures of traditional and incomplete Estate Plans.
- The advantages of comprehensive Will and Living Trust plans.
- How to protect your children’s inheritance from future ex-spouses, potential lawsuits and other claims.
- How to properly fund a Trust and how to implement it successfully.
- How Probate works and how you can avoid it completely.
- How to qualify for Medicaid and how to use it to pay for Nursing Home expenses.
- And much more!
Upcoming Events:
Protecting your Family and Leaving a Legacy
Thursday, October 29, 2020 | 1:00PM – 2:00PM
What will be discussed?
- Why doesn’t everyone have the proper planning in place?
- Do you know who will be in charge of your finances if you become incapacitated?
- Why your answer about who will be in charge of your finances may not be correct.
- What is the difference between an advance health care directive, a living will, a health care power of attorney, and a POLST form?
- How can you protect children’s inheritance from divorcing spouses and creditors?
- What is probate why do you want to avoid it?
- What is the difference between a Will and a trust?
- Is it a good idea to put my children on my bank accounts with me?
What is the difference between a estate plan I get from an online self-help service and one I get from estate planning attorneys?
… and more!
Trustee School
Thursday, November 12, 2020 | 1:00PM – 2:00PM
What will be discussed?
Your loved one has passed, but what comes next? What does a trustee really do? It can be overwhelming but we are here to help. After taking this class, you will walk away with a better understanding of:
- Responsibility & Liability
- Timing Constraints
- Taking Action
- Different Stages of Trust
- Role of the Attorney
- Common Pitfalls
Protecting your Family and Leaving a Legacy
Thursday, December 17, 2020 | 1:00PM – 2:00PM
What will be discussed?
- Why doesn’t everyone have the proper planning in place?
- Do you know who will be in charge of your finances if you become incapacitated?
- Why your answer about who will be in charge of your finances may not be correct.
- What is the difference between an advance health care directive, a living will, a health care power of attorney, and a POLST form?
- How can you protect children’s inheritance from divorcing spouses and creditors?
- What is probate why do you want to avoid it?
- What is the difference between a Will and a trust?
- Is it a good idea to put my children on my bank accounts with me?
What is the difference between a estate plan I get from an online self-help service and one I get from estate planning attorneys?
… and more!
