Yes... YOU Have an ESTATE!
Learn How to Protect It and Set Your Family Up for Success That Will Last Their Lifetime and Beyond
You can be the change…
and the start of generational wealth and
financial stability for your family
November 10, 2021
12:30 PDT/3:30 EDT
Space is Limited so Register Now!
Discover How to Protect Your Assets, Provide for Your Loved Ones, and Leave a Legacy That Propels Your Family Ahead for Generations
One myth of estate planning is that it’s only for the very old or the extremely wealthy.
Maybe you’ve bought your first home or you’re slowly accumulating savings in a 401(k) or pension. Maybe you’re a first-generation college graduate or first-generation American who has experienced success starting and running a small business.
Congrats… you have an estate! An estate that is worth something and should be protected.
Beyond money, maybe you have minor kids or you’re raising grandkids. If you want to have a say in who raises them if you are unable, you need an estate plan. If you’ve remarried and you and your spouse both have children, or you’re in a partnership and trying to figure out how to blend “his, hers, and ours” in a smart and responsible way… you also need a plan.
The bottom line is that an estate plan is something that every adult over 18 should have in place to protect themselves in the event of death or disability.
Reserve Your Space Now!
For far too long, people who need an estate plan the
most have been left in the dark. It’s no one’s fault. As
financial status begins to change positively from
generation to generation, many children today
tend to surpass where their parents made it in life.
Maybe mom and dad made sacrifices and now you’re
standing proud on their shoulders and experiencing a
new level of wealth and prosperity that they could only
dream about. Or, maybe you’re the one who will be the
one to start this growth in your family.
But, with these changes comes responsibilities. You
need to exercise the power you have now to protect
your assets from threats that maybe you didn’t realize
existed. YOU have a chance to change the narrative
about generational wealth for the people who come
We’re holding a generational wealth webinar where
we’re going to teach the basics of estate planning and asset protection planning
in a way that is easy-tounderstand and is designed to keep you in the driver’s seat of your life. You’ll learn about wills, trusts, powers of attorney, and healthcare directives in a way that’s relevant to you and addresses the unique concerns and challenges you may be facing. You should also consider attending if you: • Have minor children or a child with special needs. • Own a home, a business, or have more than $150,000 in assets. • Are approaching retirement or are retired. • Have an older parent who may soon need assisted living, nursing home, or in-home care. • Have a “blended” or “non-traditional” loving family under the law. • Are worried about conflict in your family if something happens to you. • Want to give the next generation a more level playing field and change the narrative about wealth accumulation and asset protection in historically disadvantaged communities. • Have vulnerable beneficiaries that you are worried about leaving money to (e.g. an adult child with substance abuse issues, struggles with the law, mental health challenges, or financial immaturity). • Want to have a say in the type of life you experience and the quality of care you receive as you age. • Want most of your money to go to your family and not Uncle Sam if something happens. • Desire to leave a legacy or a positive footprint on the world. What Will I Learn at This Event? © AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. 3 During our free workshop, attendees will learn how to use simple legal strategies to help make their wishes known, keep peace in the family, safeguard assets, and ensure that life is as easy as possible for their loved ones, no matter what happens. Attendees will also discover the following topics: • Do you need a will or trust? Discover the advantages and disadvantages of both. • Keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!) • Why your home is your most important asset… and why it must be protected NOW if you care about leaving a lasting legacy for your family and future generations. • Learn all about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process when you’re gone. • Preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!). • How to protect vulnerable beneficiaries from themselves and pass your inheritance down in a way that gives heirs a chance for rehabilitation and not financial harm (e.g. you can use trusts to provide for a child who may have been to jail without the state taking the funds or to create safeguards around money that would go to a child with substance abuse issues). • Parents (and grandparents!) of children with special needs will learn how to plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or SSI. • How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age. • Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way. • Discover easy strategies to protect your children’s inheritance from being seized if they get divorced, sued, or file bankruptcy in the future. • How to qualify and use Medicaid to pay for nursing home expenses which can average monthly. Join Us for This Free !
As a bonus gift, attendees will receive a 50% off certificate ($187.50 value) to meet privately with our attorneys to answer any specific questions that come up during the webinar or to take a closer look at an older plan. These meetings are normally $375, but we are waiving HALF of the fee to say “thank you” for joining us.
Presented by Tamala Francis,
Founder & CEO at Francis & Co.
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