Estate Planning Fundamentals for Parents Virtual Workshop

Estate Planning Fundamentals for Parents Virtual Workshop

At this estate planning workshop, parents will learn why they need a personalized estate plan to care for themselves, and their children

By Patricia De Fonte - Estate Planning With Heart

Date and time

Tuesday, May 21 · 12 - 1pm PDT

Location

Online

About this event

  • 1 hour

At this estate planning workshop, parents will learn why they need a personalized estate plan to care for themselves, and their children should the unfortunate happen. Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance at specified ages, for specified reasons, and with specified limitations.

Learn how a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children's future.

Learn why everyone over the age of eighteen needs an advance health care directive and a durable power of attorney.

Learn how to control the circumstances in which your children receive their inheritance.

Learn the difference between a will and a trust. Learn how to create an estate with life insurance.

Learn about what happens when someone dies without an estate plan. Space is limited, register today!

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Patricia De Fonte - Estate Planning With Heart

Estate planning with heart. Estate planning is about more than filling in forms and signing some documents. A personalized estate plan addresses your particularl family dynamics, your values around family and money, and it addresses your goals and concerns for your heirs. Patricia provides highly personalized estate planning for proactive happy people.