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Upcoming Events

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Estate Planning for Perilous Times: Who Will Inherit Most of Your Estate

Seal Beach, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family.
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Past Events

Free Seminar on Wills, Trusts & Long Term Care

Free Seminar on Wills, Trusts & Long Term Care

El Segundo, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family. We’ll highlight some of the most common risks you’ll want to consider and show you how...
Thursday, May 24 2018 10:00 AM 12:00 PM

Webinar: Trust Administration 101 What Every Successor Trustee Needs to Know

Webinar: Trust Administration 101 What Every Successor Trustee Needs to Know

El Segundo, CA
A summary of the Trust Administration agenda of topics to be covered includes:• Primer on basic legal concepts and estate planning• The tools of an estate plan> How they work> Who is the fiduciary and what are their responsibilities> When each tool is to be used and who can use the tool> Common m...
Thursday, May 17 2018 12:00 PM 1:30 PM

Estate Planning for Perilous Times: Who Will Inherit Most of Your Estate

Estate Planning for Perilous Times: Who Will Inherit Most of Your Estate

Seal Beach, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family. We’ll highlight some of the most common risks you’ll want to consider and show you how...
Saturday, May 12 2018 10:00 AM 12:00 PM

Estate Planning for Perilous Times: Who Will Inherit Most of Your Estate

Estate Planning for Perilous Times: Who Will Inherit Most of Your Estate

Buena Park, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family. We’ll highlight some of the most common risks you’ll want to consider and show you how...
Thursday, May 10 2018 10:00 AM 12:00 PM

What Every Successor Trustee Needs to Know at Incapacity and Death

What Every Successor Trustee Needs to Know at Incapacity and Death

El Segundo, CA
A summary of the Trust Administration agenda of topics to be covered includes:• Primer on basic legal concepts and estate planning• The tools of an estate plan> How they work> Who is the fiduciary and what are their responsibilities> When each tool is to be used and who can use the tool> Common m...
Thursday, May 3 2018 10:00 AM 12:00 PM

Protecting Your Family and Leaving a Legacy: Why Most Estate Plans Fail and What to Do About It

Protecting Your Family and Leaving a Legacy: Why Most Estate Plans Fail and What to Do About It

Buena Park, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family. We’ll highlight some of the most common risks you’ll want to consider and show you how...
Saturday, April 14 2018 10:00 AM 12:00 PM

Protecting Your Family and Leaving a Legacy: Why Most Estate Plans Fail and What to Do About It

Protecting Your Family and Leaving a Legacy: Why Most Estate Plans Fail and What to Do About It

LA, CA
We’d like to invite you to join us at an upcoming Legacy Wealth Planning presentation. In this 90-minute seminar, you’ll find out what a “bare-bones” estate plan is and how dangerous it can be for your family. We’ll highlight some of the most common risks you’ll want to consider and show you how...
Saturday, April 14 2018 10:00 AM 12:00 PM

THE 6 COSTLY MISTAKES FAMILIES MAKE IN ESTATE PLANNING

THE 6 COSTLY MISTAKES FAMILIES MAKE IN ESTATE PLANNING

Los Angeles, CA
SPONSORED BY TERESA MACK AND KELLER WILLIAMS PACIFIC PLAYA Who Will Inherit Most of Your Estate…The Government? A Nursing Home? Or Your Family At the workshop, we will discuss several issues including:• Nursing home costs – the myth of the five-year look back• The advantages and disadvantages o...
Saturday, March 31 2018 10:00 AM 12:00 PM

What Every Successor Trustee Needs to Know at Incapacity and Death

What Every Successor Trustee Needs to Know at Incapacity and Death

Seal Beach, CA
Have you ever wondered how your family will know what to do when your estate plan must be implemented? Now there’s an answer … PRESENTED BY SCOTT P. SCHOMER, ESQ. AND CERTIFIED AGING LIFE NURSE MANAGER COURTNEY HOGENSON, RN, CMC, ALNC TRUSTEE AND POA SCHOOLWe often see that the people who clien...
Saturday, March 24 2018 10:00 AM 12:00 PM

What Every Successor Trustee Needs to Know at Incapacity and Death

What Every Successor Trustee Needs to Know at Incapacity and Death

LA, CA
Have you ever wondered how your family will know what to do when your estate plan must be implemented? Now there’s an answer … PRESENTED BY SCOTT P. SCHOMER, ESQ. AND CERTIFIED AGING LIFE NURSE MANAGER COURTNEY HOGENSON, RN, CMC, ALNC TRUSTEE AND POA SCHOOLWe often see that the people who clien...
Saturday, March 17 2018 10:00 AM 12:00 PM
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