Presented by...
Dana Rieder
Your Neighborhood Personal Family Lawyer
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Essential Estate Planning Strategies to Secure Your Family's Future
Thursday, August 8, 12:00pm - 1:00pm
Introduction to Estate Planning
- Importance of estate planning and common misconceptions
Wills and Trusts
- Differences between wills and trusts
- How to choose the right one for your needs
Power of Attorney and Healthcare Directives
- Importance of assigning a power of attorney
- Living wills and healthcare proxies
Tax Planning and Implications
- Understanding estate taxes
- Strategies to minimize tax liabilities
Protecting and Preserving Your Assets
- Asset protection strategies
- Long-term care and insurance considerations
Planning for Digital Assets
- Managing digital assets and online accounts
- Legal considerations for digital estate planning
Charitable Giving and Legacy Planning
- Incorporating charitable donations into your estate plan
- Creating a lasting legacy
Updating and Reviewing Your Estate Plan
- When and how to update your estate plan
- Common life events that necessitate changes
Q&A Session
- Addressing common questions and concerns from attendees
FREE BONUS: Digital Copy of the Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear
Join Us Online!
Essential Estate Planning Strategies to Secure Your Family's Future
Thursday, August 8, 12:00pm - 1:00pm
Introduction to Estate Planning
- Importance of estate planning and common misconceptions
Wills and Trusts
- Differences between wills and trusts
- How to choose the right one for your needs
Power of Attorney and Healthcare Directives
- Importance of assigning a power of attorney
- Living wills and healthcare proxies
Tax Planning and Implications
- Understanding estate taxes
- Strategies to minimize tax liabilities
Protecting and Preserving Your Assets
- Asset protection strategies
- Long-term care and insurance considerations
Planning for Digital Assets
- Managing digital assets and online accounts
- Legal considerations for digital estate planning
Charitable Giving and Legacy Planning
- Incorporating charitable donations into your estate plan
- Creating a lasting legacy
Updating and Reviewing Your Estate Plan
- When and how to update your estate plan
- Common life events that necessitate changes
Q&A Session
- Addressing common questions and concerns from attendees
FREE BONUS: Digital Copy of the Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear
Got questions about estate planning for your family?
What You'll Learn...
Will trust or ?
What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning.
Don't fail your loved ones
fAIL
Even if you've created a plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.
what it costs
Most people wonder what estate planning should cost and whether they even need one. We'll guide you to know what it should cost, and also describe our estate planning process so you know your options.
Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.
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