Topics
Essential Estate Planning: An educational overview of the essential estate planning tools and basic asset protection strategies available to protect individuals’ and families’ assets in the event of death or incapacity.
Legacy Wealth Planning Workshop: Learn the steps to protect your assets while providing for your loved ones. Explore planning options that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, court, and delays. Recommended for those without any estate planning or individuals interested in a trust.
Planning for Young Families: An overview of estate planning strategies for families with children or expecting children. Learn how to use essential estate planning documents to protect your interests while providing for your young children in the event that you cannot.
Long-Term Care Planning: Life doesn’t end at retirement and it is important to plan for your last years. This presentation is an educational opportunity for older individuals to learn how to plan for potential incapacity and long-term care. For individuals aged 55+ or individuals with parents aged 55+.
Advanced Estate Planning Strategies: Are you single with an estate worth at least $2,000,000? Are you married with a combined estate worth at least $4,000,000? If so, join attorney Stephen Waltar as he discusses tax-saving strategies and advanced estate planning techniques geared toward reducing risks and promoting peace of mind.
Power of Attorney School: After appointing your Healthcare Power of Attorney and Property Power of Attorney, it is wise to learn the responsibilities of this role. Join us for this thirty-minute educational webinar as an attorney at Legacy Estate Planning discusses the various obligations your agent will be tasked with in the event of your incapacitation. For individuals with ancillary estate planning documents and their agents.
Executor/Executrix School: Once you have a will in place, it is important to learn the responsibilities of the agent you have named to execute your will. Join one of the attorneys at Legacy Estate Planning for this thirty-minute educational webinar for tips on best practices and common mistakes made by executors. For anyone with a will and/or executors.
Trustee School: After your trust is signed and executed, it’s wise to learn what is required to be a Trustee or fiduciary assigned the responsibility of acting on behalf of an estate and/or persons. Our clients have requested help preparing their families in the event of their death or incapacitation, so we created the Legacy Estate Planning Trustee School as a training program designed to answer these questions. For fiduciaries and any individuals with a trust.
For a limited time only – we’re offering a FREE Recording of our latest webinar!
For access to the on-demand recording please email susana@waltar.com
