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Thu, Nov 14


Wood Legal Group, LLP

What's at Stake: Estate Planning Basics

How much of your hard earned estate will your family lose at the generation transfer? Hint: It could be everything you've built.

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What's at Stake: Estate Planning Basics
What's at Stake: Estate Planning Basics

Time & Location

Nov 14, 2019, 6:30 PM – 8:30 PM PST

Wood Legal Group, LLP, 1199 East Walnut Street, Pasadena, CA, USA


About the event


• How traditional estate planning has failed to protect most American families 

• How to preserve your estate for your kids if your surviving spouse gets remarried

• Why most family wealth never makes it beyond the third generation and how to ensure that your children and grandchildren never face this problem

• How to protect against a living probate if you become disabled and are unable to manage your affairs... and why most estate plans fail to deal with this

• Why most Living Trusts don’t work, where the areas of concern and greatest risks are, and how you can correct the problems

• Why “bare bones” documents almost never work and how to know if you have one. And how to avoid a “one size fits all” estate plan

• If you refinanced your home in the past several years, your biggest asset may be at the

greatest risk

• How to protect your children’s inheritance in case of their own divorce... up to 50% may walk out the door with the ex in-law

• The downsides to Joint Tenancy and how to avoid them using a proper estate plan

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