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Home » Estate Planning Articles » What You Should Know About Seminars on Wills & Living Trusts

What You Should Know About Seminars on Wills & Living Trusts

December 31, 2012

Compliments of Our Law Firm,
By: The American Academy of Estate Planning Attorneys

Avoid Information Overload

Estate planning is a complex topic, and it can involve abstract concepts that are only familiar to experienced estate planning attorneys. If you Google “estate planning,” “will” or “living trust,” you’ll likely be faced with information overload. You’ll have mountains of loosely related bits of information, but no real way to connect all the dots to form a clear picture of what you need or how to implement it.

That’s why an estate planning seminar presented by a licensed estate planning attorney can be an invaluable first step in the creation of an effective estate plan.

Talk to an Expert

A seminar is the perfect way for people seeking solid, reliable information to connect with friendly, helpful experts. When you attend an estate planning seminar, you learn about state and federal estate planning and tax laws and how they apply to you and your family. The seminar will also provide you with the pros and cons of various planning options, so you can evaluate what is best for your family. You are also able to ask questions and make sure you understand all the topics covered in the presentation. The opportunity to evaluate the presenter’s demeanor, communication skills and depth of knowledge is another benefit.

At the end of the seminar, with your newly acquired knowledge, you should be in a position to make a decision and move forward with your planning. Additionally, you’ll know where to look if you need more information.

Choose a Licensed Attorney

Estate planning attorneys enjoy presenting seminars because they are able to share their expertise while getting to know an audience full of people. This chance to interact is a perfect way for the attorney as well as the attendees to decide whether they are a good fit to work together on building an estate plan.

When you attend a seminar presented by a licensed estate planning attorney, you’ll enjoy some added benefits. Attorneys are bound by a code of ethics that helps to ensure they treat consumers fairly and do not pressure anyone to buy services they don’t need. This means that they are careful about how they present information.

You can also be sure you’ll get balanced, trustworthy facts. They do not represent a particular strategy or document as a one-size-fits-all solution to every estate planning need. Instead, the goal is to educate the public and help families and business owners:

  • Minimize their tax burden,
  • Protect themselves and their loved ones in the event of disability,
  • Protect their loved one’s inheritance from divorce, lawsuits and other claims,
  • Avoid unnecessary delays and complications when the time comes to pass on their estate, and
  • Leave a lasting legacy.

An estate planning seminar is an efficient and enjoyable way to interact with an estate planning attorney before deciding whether to work with him or her, while learning about a complicated topic that could have a major impact on your family’s future. It sure beats spending hours searching on your own and wondering whether the information you’ve found is reliable and applicable to your situation.

This doesn’t mean you should avoid doing your own research, or that you shouldn’t seek information from a variety of sources. Instead, it means that an estate planning seminar can be an effective way to make sure you understand all the relevant information and gain a clear picture of what you need to do to protect yourself and your family.

 

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Testimonials

Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
Client Review
July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
Client Review
July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
Client Review
July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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