Protect yourself and your loved ones with our free on-demand webinars.

When: Wednesday, December 11th at 2:00 pm PST

If you are named as a trustee or successor trustee you probably feel honored that the person has chosen you to take on this big role. But what exactly does a trustee do? 

In addition to filling out paperwork and meeting specific deadlines, the job often comes with many obstacles like dealing with family issues and avoiding lawsuits. 

Join us as we review the top mistakes often made by trustees, and how to avoid them.

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Do You or Your Parents Worry About Paying for Long-Term Care?

As our population ages, more and more of us have to deal with personal care issues, whether it be for our parents or ourselves. One of the most immediate issues is long term nursing home care and how to pay for it. 

Join us for this informative webinar where you’ll learn how proper planning allows you to:

  • Access to your own assets and possibly qualify for programs you are entitled to, such as Medi-Cal and Veterans benefits
  • Plan for your own disability and long term care requirements
  • Address your current and future concerns for your loved ones

Planning now is key, and the sooner the better so that your loved ones can avoid mistakes when they are faced with long term care planning or immediate crisis decisions.

Assets change, the family evolves, and health issues arise.  It’s important to have a plan that reflects life’s changes. Whether you have an Estate Plan or are looking to get started, we encourage you to join us for this informational webinar. 

WE WILL BE COVERING:

  • The three stages of estate planning
  • How Estate Plans are tailored depending on your own unique situation
  • The importance of asset alignment when you have an Estate Plan

Watch Today

Virtually all homeowners need a Living Trust to avoid the costly process of probate when they pass. Yet the most common estate planning mistake is the failure to title assets in the name of the Trust once the plan is created.

If you own a home, have a checking, savings or brokerage account, own a life insurance policy, or even have a 401k, you need to ensure these assets are titled properly.

Join us for this informational webinar where we will be covering:

  • The eight common areas that require funding
  • The biggest problems we see in these areas
  • Steps on how to fix and fund each properly

 

Watch Today

Disability and health issues can instantly change your life as well as your family’s. Learn how you and your loved ones can prepare for the financial impact of Long Term Care costs.

WE WILL BE COVERING:

  • How to plan for Long Term Care
  • The legal documents to consider having in place
  • How to prevent the erosion of your estate due to medical and nursing home bills
  • Tactics to avoid burdening your loved ones financially

 

Watch Today

Assets change, the family evolves, and health issues arise. Make sure you have an estate plan that is up-to-date and reflects life’s changes.

WE WILL BE COVERING:

  • The three stages of estate planning
  • How Estate Plans are tailored depending on your own unique situation
  • The importance of asset alignment when you have an Estate Plan

 

Watch Today

Many people discover too late in their lives that they need critical legal documents to deal with common health and end-of-life issues.

If you don’t have an Estate Plan in place when you die or if you become incapacitated, the legal system will decide who gets your assets and who will care for your children if they are minors. The best estate planning is done before you need it. Whether you’re starting at age 45 or age 75, take actions today to get your affairs in order.

WE WILL BE COVERING:

  • What documents you need to consider
  • Why planning gets harder the older you get
  • Ways we can help you deal with this process

Watch Today

Dealing with the loss of a loved one is both emotional and overwhelming. With so much to do legally and financially, you may be wondering where to even start and what exactly is involved.

We’ll help walk you through the basics.

WE WILL BE COVERING:

  • A refresher on what a trust is
  • Steps to follow when someone passes
  • Ways we can help you deal with this process
  • 20 minutes for questions and answers at the end

Watch Today

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