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Webinar

Lunch & Learn: 5 Threats to You, Your Family and Your Assets

Lunch & Learn: 5 Threats to You, Your Family and Your Assets

July 21, 2020

12:00pm or 6:00pm

Online

Before you get a Will, Trust or Estate Plan, you should know that not all plans are created equal. Most plans do not protect your assets and will not work as you intended them to when the time comes.

When it comes to protecting your family, your wishes, and everything you’ve worked a lifetime to build, wouldn’t you rather get it right?

Join Attorney Heather Chubb for a free planning seminar and discover how to make sure your wishes are carried out exactly as you want.

This seminar will help you get straight answers and finally take action to properly protect your loved ones or upgrade the plan you have. 

During this virtual lunch & learn you will discover: 

  • Will, Trust or something more? And why a trust that just covers estate taxes and probate simply isn’t good enough anymore. 
  • How to maximize the assets you leave to your children AND protect their inheritance from greedy spouses and lawsuits. 
  • How your plan can address the different needs of each of your loved ones now, AND adjust to their changing needs after you’re gone.
  • Why your power of attorney may be *powerless* to protect you and your family...and what you must do about it.
  • Why putting your house into your children's names may be one of the biggest mistakes you ever make!
  • How to avoid losing the family home or having your life savings wiped out by long-term care costs without purchasing long-term care insurance
  • Why doing your plan once and then forgetting it is a recipe for disaster.

This lunch and learn will help you get straight answers and finally take action to properly protect your loved ones or upgrade the plan you have.

Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended.

Free Resources

CLIENT Story

Thank you for all that you have done and for all of your time. Worth every penny!
Robert

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