Possible Event Topics:

The Importance of Having a Will and Trust for Your Family

A brief overview of the basic will and trust documents, a few real-life examples, and a concrete list of things to do now before creating a custom estate plan.

Estate Planning Considerations for Parents

Information for new and seasoned parents alike with children of all ages and abilities. Covers everything from guardianship to special needs planning to deciding who should be the trustee when you have adult children.

Do Young Adults Need A Will or Trust?

Estate Planning is for every age. This presentation specifically discusses needs of young adults, both with and without children. It covers college aged needs and what to do when milestones are reached such as marriage, starting a family, buying a house, and starting a business.

Estate Planning and Retirement

This presentation covers how to plan your estate when you are approaching or already in retirement. Issues covered include general estate planning considerations, different kinds of plans for asset protection, generation skipping considerations, gifts during lifetime, and retirement fund information.

Why You Need a Will and/or Trust and What Happens if You Do Not Have One

What happens when someone passes away or becomes legally incapacitated without an estate plan. This presentation covers California’s laws about dying without an estate plan, what will happen to minor children, and discusses the probate process.

Custom Event

If there is a topic in mind that is not covered above, I will gladly tailor an event to your needs!