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How to Protect What Matters Most in 3 Easy Steps

November 30, 2016 @ 12:00 pm - 1:30 pm

 Click Here or Call (949) 333-3702

Seating is limited.  Reserve your seats today!

BONUS #1:  Lunch will be provided

BONUS #2: You will learn a lot, time will fly, and you will have fun

BONUS #3:  Attendees will receive $250 towards estate planning with us!

When it comes to sorting facts from fiction in Estate Planning, Kevin Snyder and the team at Snyder Law provide leadership. We help our clients create customized solutions that work.

The goal of our free educational workshop is to teach you the fundamental Estate Planning concepts you need to know so you can better protect what matters most…

Your family

Your home, savings, or business

Your legacy

The workshop is free and there is no obligation.  We only ask that you come ready to learn and have your questions answered.  We will cover the common questions and misconceptions many have about:

  • Wills & Trusts: how they work, their difference, and the right option for you 

  • Asset Protection from creditors and predators: why you might need it more than I think

  • Guardians for Kids & Family Emergency Planning: what will happen to them if something happens to us?

  • Medicaid Qualification:  how you don’t have to give away everything you own to qualify

  • Power of Attorney & Healthcare Directives: why they are essential, how they are different & how to create your incapacity plan 

  • Income Taxes & Estate Taxes: why you might have more of a tax problem than you realize

  • Document Planning vs. Estate Planning – how to ensure your plan will work when needed

Details

Date:
November 30, 2016
Time:
12:00 pm - 1:30 pm
Event Category:
Event Tags:
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Venue

Bistro 24
1 Park Plaza
Irvine, CA 92614 United States
+ Google Map
Phone:
949-333-302

Organizer

Snyder Law, PC
Phone:
949-333-3702
Email:
info@snyderlawpc.com

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