Upcoming events.
Tacos & Trusts
Nothing makes legal planning better than a side of salsa. We’re hosting a free workshop where we’ll break down the serious stuff in a totally relaxed way.
Here are the "ingredients" for what we're covering:
Will vs. Trust: The "street taco" vs. "burrito" of estate planning. Which one actually fills your needs? 🌮
The "Kid Name" Trap: Why putting assets in your children's names is a recipe for disaster. 😱
The People You Love: Why a plan is the best gift you can give your family (even better than extra guac). ✨
Disability Protection: How to protect yourself and your choices if you can't speak for yourself. 🛡️
The "Oops" List: We’re serving up the most common, costly mistakes so you can avoid them. 💡
The DIY Disaster: Why "doing it yourself" usually leaves a mess that’s hard to clean up. 🚫
Webinar
What you will learn during this free webinar:
What an Estate Plan is and why it’s important for all families to safeguard their assets.
The 3 things your estate plan must include to keep your money out of the hands of the government.
Why having a Will alone isn’t enough to make sure your kids are taken care of the way you want, by the people you want, no matter what.
How to Safeguard Inheritances: ensure your assets are immediately and privately available to the people you’ve named to care for your children.
What estate planning should cost and who pays the cost of “cheap legal” plans.
Safe & Sound: The Busy Parent's Guide to Protecting Your Kids
Join us for this free workshop where you will learn:
The Guardian Choice: How to legally name who raises your kids.
Keep it out of Court: Why probate is a headache for families and how to skip it entirely.
Protecting their Inheritance: Ensuring your money is managed by someone you trust until your kids are truly ready.
Emergency Ready: What happens if you’re in the hospital? Naming who speaks for you when you can’t.
Space is limited. Book your free spot today.
Tacos & Trusts
Enjoy a taco or two on me while you learn:
1) A will vs. a Trust
2) Why you need Power of Attorney’s in place before something happens
3) The importance of naming guardians for you minor children.
Estate Planning 101
Discover how to keep your assets out of the hands of the government, your loved ones out of court and out of conflict, and your kids out of the care of someone you would never choose.