Events

Location: Keyes Law Group, PC Milpitas Office | 500 E. Calaveras Blvd, Ste 333, Milpitas, CA 95035. Get directions: https://maps.app.goo.gl/1pSsodtNLDFeFKVr5

Estate planning is an essential step in securing your family’s financial future. This free seminar is designed to make the process straightforward and stress-free, giving you the tools to protect your assets and ensure your wishes are honored.

No matter where you are in your estate planning journey, this session will provide the guidance you need to make smart, informed decisions.

Topics Covered:

• Essential estate planning documents (Wills, Trusts, Powers of Attorney)
• How to avoid the costly and time-consuming probate process
• Ways to minimize estate taxes and protect your family’s inheritance
• Common mistakes that could jeopardize your estate plan
• The role of healthcare directives and guardianship
• Real-life examples of costly planning errors and how to prevent them

Why You Should Attend:

•  Estate planning is for everyone, not just the wealthy.
• Gain a clear understanding of how to protect your assets.
• Learn strategies to provide for your family without unnecessary legal hurdles.
• Understand the importance of planning for healthcare decisions.
• Get expert insights in a relaxed, educational setting.

Who Should Attend?

• Anyone who wants to ensure their assets go to the right people.
• Families and individuals unsure if their current estate plan is enough.
• People looking to reduce taxes and avoid probate.

Ask Yourself:

• Do you have an updated Will?
• If your assets exceed $184,000, do you have a Trust in place?
• Have you legally designated someone to care for your children if necessary?
• Does your estate plan cover potential tax liabilities?
• Do you have an Advance Healthcare Directive?

If you answered “No” to any, this seminar is a must-attend event!

Key Takeaways:

• Confidence in estate planning basics.

Effective ways to safeguard your assets and minimize risks.

• A step-by-step approach to securing your future in 2025.

Q&A

• Who should attend?
• Anyone interested in securing their estate and protecting their family.
• Is this really free? Yes! This is an educational event with no cost to attend.
• Will there be a Q&A session? Yes! You’ll have the opportunity to ask general estate planning questions.
• Should I bring anything? Just yourself and any questions you have!
• Can I bring a guest? Yes, estate planning affects everyone, so bring a spouse or loved one.

Take control of your estate plan now—don’t leave it to chance!