JOIN OUR ESTATE PLANNING 101

Do you have an estate plan? Is it up to date?

Without a proper estate plan, your death or incapacity could result in severe consequences for you and your loved ones.

Join attorney Linda Sommers for a FREE Estate Planning 101 class to learn about the features your estate plan should have to protect you and your loved ones.

The class will cover:

  • What will happen if you do not have an estate plan?
  • Why you should avoid conservatorship and probate.
  • The differences between a will and a trust.
  • How your current estate plan could fail to work the way you intended.
  • How to find the right attorney to help prepare your estate plan.
  • How to plan for incapacity and why incapacity planning should be a top priority.
  • How to provide access to your healthcare directives 24/7, anywhere in the world.
  • How to avoid inadvertently disinheriting children in blended families.
  • How to protect heirs who are disabled, spendthrifts, or addicts/alcoholics.
  • How to protect your heirs’ inheritances from taxes, divorce, creditors, and lawsuits.

Thursday, May 2, 2024 at 10:30 AM

300 Union Blvd Suite 105 Lakewood

Tuesday, June 18, 2024 at 1:30 PM

300 Union Blvd Suite 105 Lakewood

Attendees will gain valuable insight into the problems and solutions related to estate planning. They will also receive a FREE HIPAA Authorization form, a FREE consultation, and a $500 off their estate plan!

Call our office at 303-984-9900 to save your seat!

Walk-ins are welcome, depending on availability.

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