Wine and Wills: Managing Your Affairs In The Post-Covid World

500 Country Club Drive,Novato CA 94949

27 October, 2022

Description

The uncertainty and absolute risk to life posed by COVID-19 compelled us to examine our personal and financial circumstances. It highlighted the significance of planning for the financial security of our loved ones, especially for our minors, elders, and loved ones with disabilities. The trick to feeling stability in "unprecedented times" is smart decision-making. Whether you're a business owner or just managing your household, having an Estate Plan in place is one of the best ways to ensure your loved one's future security in difficult times. Estate Planning isn’t just for the wealthy, but having a lot of wealth is just one of many reasons why setting it up is a smart financial strategy. It may even be more important for families of modest means. This is a fun, laid-back evening of wine and learning! By the end of the presentation, you should know exactly what you need to do to: Protect your loved ones and the inheritance you leave them from in-laws, divorces, lawsuits, creditors, and emergencies under California law.Ensure your trusts work properly to prevent court interference when you or your spouse becomes ill or disabled.Effectively avoid Probate's expensive costs, delays, and headaches when you or your spouse passes away.Ensure you're eligible for nursing care benefits and prevent having your estate and those you love from being wiped out by excessive nursing bills.Identify what comprehensive estate planning should cost and the cost of a “too cheap” plan.Properly protect your IRAs (and retirement plans you may someday roll over into an IRA).Help protect loved ones against elder financial fraud and abuse.Save your surviving spouse from having to endure needless paperwork and expensive legal and accounting fees.Review and update your Will or Trust (how often) to ensure they work and don’t become a pile of expensive and useless paper in your desk drawer or bookshelf.Use a Living Trust to ensure that your children will be raised properly and lead a fruitful and meaningful life instead of squandering their inheritance.Fully protect yourself with a comprehensive estate planning package that includes a Health Emergency Card, Owner’s Manual, Trustee Manual, Beneficiary Manual, and Free Service Package.You won't want to miss this FREE Seminar! Join us in this one efficient presentation to learn what real protection costs and how not putting a comprehensive plan in place will cost even more. Plus, enjoy a flight of 5 wines for #FREE! Don't keep procrastinating - now is the time to make a plan. Register now and join us to learn more! *** This event is for everyone over the age of 21. Kindly bring your valid ID and present it upon arrival.