Thu, Aug 29 | 1199 E Walnut St

WINE AND WISDOM: GUARDING YOUR ASSETS, PROTECTING YOUR FAMILY

How to preserve your family wealth for generations!
Registration is Closed
WINE AND WISDOM: GUARDING YOUR ASSETS, PROTECTING YOUR FAMILY

Time & Location

Aug 29, 2019, 6:30 PM – 8:30 PM PDT
1199 E Walnut St, 1199 E Walnut St, Pasadena, CA 91106, USA

About the Event

YOU’LL LEAVE THIS SEMINAR KNOWING...

• 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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