WINE AND WISDOM: GUARDING YOUR ASSETS, PROTECTING YOUR FAMILY

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