From Will to Wisdom

August is Make-A-Will Month!

Did you know that without a will (and trust if you need one), your estate can get tied up in probate court for up to two years and cost your heirs thousands of dollars?

An up-to-date will is an essential way to:

• Protect your loved ones
• Ensure your assets support the people, pets, and organizations you care about
• Build a lasting legacy for generations to come

Not sure where to start? Have questions? Join us!

Ruby Steinbrecher, your friendly neighborhood Estate Planning lawyer, will equip you with crucial information and perspectives and guide you through the essentials of estate planning, highlighting the possible repercussions of not having a plan in place. You will discover how to ensure that trusted individuals have the necessary legal authority to act on your behalf, particularly in cases of incapacity, and learn the essential documents that are required.

Lori Beth Merrill is the principal of Paladin Fiduciary Services, serving Sonoma, Marin, and surrounding counties. She will discuss what a fiduciary is, the different roles a fiduciary can play as part of your estate team and why you might want to consider using one.

Both Ruby and Lori Beth are excited to share their expertise and answer your questions. Their goal is for you to depart from this workshop with a sense of reassurance, knowing that you have taken the essential measures to safeguard your assets and provide for the future of your family.

__________________________________________

SAVE THE DATES

All Workshops are 4-6 pm and in-person and on Zoom

September 10: More Estate Planning and Financial Planning

With Estate Attorney Matt Harris & Financial Advisor Rick Roman of MassMutual

October 15: Making Your Estate Plan PLUS Tax Implications

With Kerry Spence Estate Plans and Perotti and Carrade CPA’s

November 19: How to Navigate Your Changing Care Needs & Exploring an Advance Health Care Directive

With Aging Solutions and By the Bay Health