Estate Planning Presenter

Steven Rubin Headshot - Elder Care & Estate Planning Lawyer


B.A., J.D., CELA


You Should Attend If Any Of These Is Your Current Situation

  • I have good intentions for estate planning but keep putting it off.
  • My situation has changed since my original plan was created.
  • I have experienced a life altering event.
  • My estate planning is over three years old.
  • I am worried my plan is wrong.
  • I need additional planning like a Living Trust.

Protect yourself, your loved ones, and make sure your wishes are carried out exactly as you want.

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Critical Information You Will Learn

  • What are the 5 costly mistakes families make in their estate plans?
  • Probate - what is it, why does everyone want to AVOID it?
  • The difference between an ASSET PROTECTION Trust and a Living Trust.
  • What is the difference between a “Death Plan” and a “Life Plan?”
  • How do I ensure my children don’t waste or lose their inheritance?
  • How do I leave my money to my kids who are financially irresponsible?
  • How do I keep my assets in the family and protect them from lawsuits, or my child’s ex-spouse?
  • What is the importance of having my Trust updated in light of the recent changes to Estate Tax Laws?

Don't miss the opportunity to shield your legacy; reserve your spot in our free workshop.

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