Estate Planning Blog

Need some FREE legal advice? Here’s how to get it!

May 12, 2011

If you are in need of some free legal advice, I want to invite you to attend one of the many public workshops I will be speaking at over the next month.

This is your opportunity to get the legal information you may need for yourself or a loved one without the pressure of sitting down one-on-one with an attorney (we’re really not all that scary—but I understand the concern!).

Here’s where I’ll be:

Thursday, May 12 –   2:30 p.m. – 3:30 p.m.

The Chateau at River’s Edge, 601 Feature Drive, Sacramento

Making Sure You Have A Voice – Advance Healthcare Directives and POLST

At this event you will discover:

  • What an Advance HealthCare Directive is and why is it important for everyone, not just the elderly
  • POLST and DNRs what they are and how they fit into your healthcare picture
  • Why it is important to understand HIPAA and what you need to do to make things easy for your family to access your healthcare information
  • How to open the lines of communication to ensure that you have a voice

Thursday, June 2 –  6:30 p.m. – 7:30 p.m.

Emeritus at Hazel Creek, 6125 Hazel Avenue, Orangevale

Get Your Ducks In a Row – The Truth About Estate Planning

Here’s What You’ll Discover:

  • How living trusts avoid probate, why wills don’t and what good trust planning costs
  • How your HealthCare Directive and a HIPAA Release must work together
  • How to avoid death taxes, guarantee IRA stretch out and plan for disabled kids or grandkids
  • How to “bulletproof” your children’s and grandchildren’s inheritances from their divorces, debts, lawsuits, medical expense, irresponsible life styles and transfers out of your bloodline
  • Why estate planning isn’t something you “do” once and leave on the shelf
  • How qualified veterans and their spouses can get up to $1949/month for at-home health care or assisted living costs from a little-know VA benefit for non-service connected disabilities.

Thursday, June 2 –  8:00 p.m. – 9:00 p.m.

The Comfort of Your Living Room – Teleseminar

Go to www.ChubbLawFirm.com/events to register

9 Steps To Make Sure Your Kids Are Protected No Matter What!

Here’s What You’ll Discover

  • The 9 simple steps you can take immediately to ensure your children are cared for by the people you want, in a way you want, should something happen to you or your spouse.
  • Common mistakes parents make that may allow the police the to take their minor children out of the house and into the hands of foster care…even with family members ready and willing to help…if you were temporarily or permanently injured in an accident.
  • How to keep your children from the expenses and delays of the court system….and out of the hands of a judge assigned to make painful custody or financial decisions on your family’s behalf.
  • The six common mistakes parents make when naming guardians for their minor children…..and how to ‘undo’ those mistakes if you have made one.
  • How to ensure your money is immediately available to your chosen guardians so your children will not require hand-outs or state-aid should something happen to you…and why this must be PRIVATE to keep every con-artist in town away from your family’s inheritance.
  • How to ensure your current will, trust or other estate planning documents won’t FAIL (which they do 99% of the time, even when drafted by lawyers) when your family needs them the most.

Saturday, June 11 –  9:30 a.m. – 1:00 p.m.

St. Anthony’s Parish, 660 Florin Road, Sacramento

Senior Resources Fair, Sponsored by Primrose Alzheimer’s Care

Keynote Address by Heather Chubb

7 Steps to Protect Your Independence

Here’s what you will discover:

  • The 7 simple steps you can take immediately to ensure your independence and enjoy your golden years without worry and make sure that you are cared for by the people you want, in a way you want, without spending every dime should something happen to you.
  • Common mistakes that can cost your family time, money and stress …even with family members ready and willing to help… if you need long-term care.
  • Why critical (and uncomfortable) conversations with your loved ones are the key to protecting your independence and how you can start them.
  • The six common mistakes seniors make when using trusts….and how to ‘undo’ those mistakes if you have made one.
  • How to avoid the big money mistakes you could be making if you get the wrong kind of help!
  • How to ensure your current will, trust or other estate planning documents won’t FAIL (which they do 99% of the time, even when drafted by lawyers) when your family needs them the most.

All events are open to the public and I would love for you to attend if any of the above subjects are of interest to you!

If you have any questions, please feel free to contact me directly by emailing heatherc @ chubblawfirm.com

Call The Chubb Law Firm today at (916) 241-9661 to review your goals and discuss your options.

Free Resources

CLIENT Story

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon

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