Estate Planning - New Year New Plan

January 31, 2024
6:00 PM

Maybe you have never gotten around to planning for your later years of life. Maybe you had good intentions to get your estate planning documents in place but kept putting it off.

Maybe your situation is different, your goals or concerns have changed, or a loved one has experienced a life altering event since you last saw an attorney.

Maybe your legal documents have not been reviewed in more than three years and you are not sure your affairs are not set up the way they should be.

Maybe you are ready to do additional planning like a Living Trust or want to so something to protect your assets for your family.

Maybe you are afraid your family will have trouble to deal with if you become sick or die …Finally a workshop for you!

Join the Drazen Rubin Law, LLC. for a free estate planning and asset protection workshop and discover how to protect yourself, your loved ones, and make sure your wishes are carried out exactly as you want.

Register Now

Even if you have an estate plan or a Living Trust, new laws and overlooked items, or changes in circumstances may mean your current plan is out of date or won’t work as intended.

This is an excellent opportunity to get a better understanding of estate planning and learn about the latest strategies and options that are available to you. There is no cost or obligation.

At the workshop we will discuss several topics including:

  • 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?
  • What documents you need to update or create from scratch when your child(ren) turn 18 and become legal adults.