Offered by Robert P. Bergman, Attorney at Law, Certified Specialist, Estate Planning, Trust and Probate Law, www.lawbob.com
In this seminar, you will discover:
What happens if you do not have an estate plan for your family;
What is Probate, and how it can impact your family if they are forced to use it to handle your estate after your death;
How using many common estate planning methods to avoid Probate can still have your estate end up in Probate;
The truth about Joint Tenancy ownership, and how Community Property ownership for married couples is a better alternative;
The hidden flaws in relying on beneficiary designations to pass on your retirement plans, annuities, IRAs, life insurance, bank accounts and brokerage accounts;
What happens if you become incapacitated, and how having a Will does not protect you;
How using free estate planning forms available at hospitals and stationary stores or downloaded from the Internet can create problems for your family;
How the use of a well-drafted Living Trust can solve the inherent problems with other estate planning methods;
How to build a "Castle" around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy and lawsuits;
How to protect you’re the inheritance of a "special needs" relative without jeopardizing their eligibility for government assistance;
How to protect your young children from foster care and other hazards if something happens to you;
How the use of a "Trust Protector" can provide ongoing oversight for your family's inheritance, including making changes that can deal with changes in the law and family circumstances.
And much, much, more.