Learn how estate planning helps to keep your family out of court and conflict by having clarity on who you want to act on your behalf, by preparing for your possible incapacity, by making sure your assets go to your chosen beneficiaries with protections for those who are not financially mature, and by leaving a legacy of more than your money – your history, values, traditions, etc.
Wine & Wills
Free Wine Tasting & Estate Planning Seminar
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Take some time out of your busy schedule, relax, and have a glass of wine! It’s all about showing your love for those you care for and want to protect. Register now so you can learn how to protect yourself, your loved ones, your assets, and your legacy!
Plan Your Own Event!
Mom’s (&/or Dad’s) Groups – New babies groups, toddler play groups, any group with parents and kids – I am happy to speak even if your kids are there! I keep this kind of presentation to about 20 minutes plus time for questions.
Organizations, Clubs, PTO/PTA – I am available to speak to your organization, club, or class about wills, trusts, medical/healthcare powers of attorney, financial powers of attorney, planning for incapacity, dealing with dividing up personal belongings, helping preserve family relationships, and leaving a legacy.
Wine & Cheese Evening – Your house, your friends, wine & cheese – find out what you need to know to protect your family, plan your legacy, and enrich your life.
Protecting Your Young Adult Children – Heading off to College & Beyond – Do you have a child that’s turned 18 years old and is heading off to college? Or a child already in college? Once 18 your child is legally an adult and you no longer have the legal right to access their health care, school, or banking records without their permission. Do you want to be able to help them in a medical crisis? Do you want to be able to help them with a problem with a financial account, landlord issue, etc.? Find out what to do in this free presentation.