YOU'RE INVITED TO WATCH OUR FREE WEBINARS
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
You have an estate plan, but will you family know what to do upon your death or incapacity? Do they know which of your estate planning documents they will need to use and when to use them? Do you have a trust? Is it properly funded? This is serious education about a critical piece of your estate plan. Attendees will learn the role of funding and how the various assets should be funded to meet your estate planning goals. We will discuss common mistakes and myths along with offering practical tips to complete your estate plan’s funding.
Round up your Adult Children, Successor Trustees, Executors and Power of Attorney Agents and invite them to our FREE event.
Protecting your Family and Leaving a Legacy
Every 3rd Thursday of the month. Link to join Webinar:
- Webinar Dates 12:00 noon – 1:00 pm
- 1/20/2022
- 3/17/2022
- 05/25/2022
- 07/21/2022
- 09/15/2022
- 11/10/2022
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!
In order to RSVP
Please send an e-mail and we will send you the signup link.
info@bottestateplanning.comTrustee School
- Webinar Dates – 2:00 pm – 3:30 pm
- 02/23/2022
- 08/18/2022
8 Critical Mistakes Seminar (Clients)
- Webinar Dates – 2:00 pm – 3:30 pm
- 05/26/2022
- 11/17/2022
