Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?
Join us for a special ONLINE 60 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
In approximately 60 minutes, our attorneys will teach you:
- The difference between a Will and Living Trust and which is appropriate for your particular circumstances.
- How to maintain your privacy and protect your estate against probate court at your incapacity/disability or death.
- How to protect your children’s inheritance from their future ex-spouses, lawsuits, and other claims.
- How to preserve your estate for your children if your surviving spouse remarries.
- How to avoid the death tax, aka the estate tax.
We’ll leave time at the end for a Q & A session to ensure that you have complete clarity, peace of mind and a roadmap of how to accomplish your estate planning goals.
Plus, all Webinar attendees will be entitled to receive a one-hour free consultation with one of our attorneys.
Please feel free to share this invitation with your family and friends – this is a great opportunity to get your sensitive legal questions answered from the comfort and safety of your own home.
If you have any questions about our webinars or would like to register by phone or email, please call our office at (424) 207-5211 or email info@schomerlaw.com.
Will your Trustee know what to do and how to manage your affairs if you become incapacitated or pass away?
If you have a Living Trust and want the peace of mind knowing your loved ones and/or Successor Trustee will know exactly what to do if you become disabled, incapacitated, or pass away…
… then make plans to join us for our upcoming Trustee Workshop. This event is free for our clients and their loved ones. You and your Trustees will learn:
• What your Trustees need to know now – actions to take and who to contact at death or incapacity. Don’t wait for an emergency to figure it out these important steps!
• Tools of your estate plan, how and when they work, and who can use them
• Your Trustee’s legal and financial responsibilities – including tax returns, managing assets and required accounting
• How to avoid common and costly mistakes that could result in tax consequences, financial loss and legal liability for the Successor Trustee.
• Practical tips on being a Trustee, Executor or Power of Attorney agent
• How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
• When the Trustee should ask for help – most Trustees will need some assistance from our firm at some point. We’re here to help every step of the way!
WARNING: If your Successor Trustee fails to handle their duties promptly and correctly, they may be personally liable to your beneficiaries and may have to pay damages out of their own pocket!
That’s why every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind.
This class will ensure your Trustee is prepared to administer your Trust that honors your wishes, minimizes the chance for conflict, and helps them avoid costly mistakes or oversights. Register today to join us
Please join us for our upcoming webinar “Market Declines & Volatility.” We’ll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we’re continuing to serve you, even during these uncertain times. Feel free to invite your friends and loved ones. RSVP today to save your spot.
Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?
Join us for a special ONLINE 60 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
In approximately 60 minutes, our attorneys will teach you:
– The difference between a Will and Living Trust and which is appropriate for your particular circumstances.
– How to maintain your privacy and protect your estate against probate court at your incapacity/disability or death.
– How to protect your children’s inheritance from their future ex-spouses, lawsuits, and other claims.
– How to preserve your estate for your children if your surviving spouse remarries.
– How to avoid the death tax, aka the estate tax.
We’ll leave time at the end for a Q & A session to ensure that you have complete clarity, peace of mind and a roadmap of how to accomplish your estate planning goals.
Plus, all Webinar attendees will be entitled to receive a one-hour free consultation with one of our attorneys.
Please feel free to share this invitation with your family and friends – this is a great opportunity to get your sensitive legal questions answered from the comfort and safety of your own home.
If you have any questions about our webinars or would like to register by phone or email, please call our office at (424) 207-5211 or email info@schomerlaw.com.
