Wine & Wills: Build Your Estate Plan For Family, Business, And Retirement

500 Country Club Drive,Novato CA 94949

19 January, 2023

Description

You’ve worked so hard to get where you are today and have done your best to make sure you're always on top of everything. You’ve got everything covered: your business is running, your kids are happy and healthy, you’re still able to make time for yourself, and perhaps you’ve set aside and saved up something for your plans for the future. Your life is going smoothly. Then, suddenly, it’s not. You're faced with a situation that seems impossible to handle, and you're forced to admit that there are some things you just can't handle on your own. What will you do? On a scale of 1 to 10, where 10 is the highest, how would you rate your preparedness? First, How’s your retirement? Second, How are your assets and businesses taken care of in case the unimaginable happens? Most importantly, How prepared is your family if something happens to you? If your answer is a little less than 8, then the time is NOW to start making some plans and ensure that you can keep working toward your goals without worrying about how you will care for yourself after you retire and provide for your family even after you’re gone. You only want answers that are clear and simple and lead to secure outcomes. The goal is for you to be able to live comfortably later in life and for your inheritance not to go to the government so that your family can enjoy the fruits of your labor and continue to live well. By putting an estate plan in place while you're still fit and able, you can keep doing what you love without falling into a hole when it's time to stop work. Preparation is key to making estate planning work for you. During the event: ask the right questions, understand what documents need to be in place, and know whom they are filed with, so when it becomes necessary, you have the legal documents action ready to go! Our most important piece of advice is: Don’t wait until the end of everything to get prepared. Join us for an epic night of wine and learning to know how to: (1) Identify your estate planning goals. (2) Control who gets what, when, and how. (3) Intestacy and its impact on estate distribution. (4) Avoid probate and leaving a huge chunk of your inheritance to the government. (5) Build a plan that will help you enjoy your retirement. (6) Protect your life wishes, minor children, and family's interests with a revocable trust in the event of your premature death. (7) Avoid the chances of family strife and costly legal battles. (8) Calculate the value of your estate and provide tax benefits to those you've chosen to inherit it. (9) The importance of establishing a trust and purchasing life insurance if you have a blended family, and much more! Plus! Get a chance to have a one-on-one talk with our chief counsel, Yaasha Sabba, after the event! Whether you're planning for your own future or for a loved one, it's important to plan ahead because the best time to plan is before you need it. That's why we have an experienced estate planning attorney on staff who can help you create an estate plan that's tailored to your circumstances and goals. You won't want to miss this wonderful night of learning! This one efficient presentation will help you realize what real protection costs and how not putting a comprehensive plan in place will cost even more. Life can’t wait. Don’t keep procrastinating! Build your estate plan with us NOW! Get $250 in credit for any of the legal planning services with us! Exclusive to 20 people only. We limit the number of new clients we see each month, and our calendar fills up quickly. Book your spot NOW to learn more, plus enjoy a flight of 5 wines for #FREE! 🍷 *** This event is for everyone over the age of 21. Kindly bring your valid ID and present it upon arrival.