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ESTATE PLANNING 101: ESSENTIALS FOR YOUR FUTURE | APRIL 26TH
Planning for the future doesn’t have to be overwhelming. Join us for a free and informative seminar on Estate Planning 101, where we’ll break down the essentials of securing your assets, protecting your loved ones, and ensuring your wishes are honored. Whether you're just starting your estate plan or need to update an existing one, this session will provide clarity, confidence, and expert guidance to help you make informed decisions.
Date: Saturday, April 26th, 2025
Time: Session 1: 10:00 AM, Session 2: 2:00pm
More Details RegisterESTATE PLANNING 101: ESSENTIALS FOR YOUR FUTURE | APRIL 26TH
Planning for the future doesn’t have to be overwhelming. Join us for a free and informative seminar on Estate Planning 101, where we’ll break down the essentials of securing your assets, protecting your loved ones, and ensuring your wishes are honored. Whether you're just starting your estate plan or need to update an existing one, this session will provide clarity, confidence, and expert guidance to help you make informed decisions.
Date: Saturday, April 26th, 2025
Time: Session 1: 10:00 AM, Session 2: 2:00pm
RegisterLocation: Authentikos Advisory Office, 1295 East Dunne Avenue, Suite 215, Morgan Hill, CA 95037. Get directions: https://maps.app.goo.gl/SuEnPhMykGdu9NS39
Planning for the future doesn’t have to be overwhelming. Join us for a free and informative seminar on Estate Planning 101, where we’ll break down the essentials of securing your assets, protecting your loved ones, and ensuring your wishes are honored.
Whether you’re just starting your estate plan or need to update an existing one, this session will provide clarity, confidence, and expert guidance to help you make informed decisions.
What You’ll Learn:
- The key documents in an estate plan (Wills, Trusts, Powers of Attorney)
- How to avoid probate and minimize estate taxes
- Strategies to protect your assets for future generations
- Common estate planning mistakes—and how to avoid them
- The importance of healthcare directives and guardianship for your family
- Real-life scenarios illustrating costly mistakes and how to prevent them
Why Attend?
- Estate planning isn’t just for the wealthy—it’s for anyone who wants to secure their future and their family’s well-being.
- Understand the basics of estate planning in a clear, approachable way
- Gain a clear, approachable understanding of estate planning basics.
- Learn how to protect your assets and avoid costly legal mistakes.
- Discover the best ways to provide for your spouse, children, and heirs.
- Understand how estate planning helps you stay in control of healthcare decisions.
- Get your questions answered by experienced estate planning professionals.
Who Should Attend?
- Individuals looking to protect their loved ones and assets.
- Families, retirees, or those unsure if their current plans are sufficient.
- Anyone seeking to reduce taxes, avoid probate, or prevent family disputes.
Ask Yourself:
- Do you have a Will?
- If your estate (including your home) is worth more than $184,000, do you have a Trust?
- Have you legally designated who would care for your children if something happens to you?
- Does your Trust or Will include provisions for estate taxes?
- Do you have an Advance Health Care Directive with the names and contact details of your chosen decision-makers?
If you answered “No” to any of these questions, this seminar is for you!
What You’ll Walk Away With:
- Clarity and confidence about estate planning essentials—explained in simple terms.
- Proven strategies to protect your family, reduce costs, and preserve your legacy.
- Actionable insights to make 2025 the year you take charge of your estate plan.
Frequently Asked Questions
Anyone who wants to learn how to protect their assets, avoid probate, and ensure their loved ones are taken care of. Whether you have an estate plan or none at all, this seminar will provide valuable insights to help you secure your future.
Yes! This is a completely free educational event designed to help individuals and families understand estate planning essentials.
Absolutely! Our expert speaker will hold a Q&A session at the end, where you can ask general estate planning questions. (For personal legal advice, a private consultation is recommended.)
No preparation is needed! Just bring yourself, your questions, and a willingness to learn.
Yes! Estate planning affects everyone, so we encourage you to bring your spouse, partner, or family members.
Don’t wait for the unexpected—take control of your legacy today!
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FUNDAMENTOS CLAVE PARA UNA PLANIFICACIÓN PATRIMONIAL SEGURA
Planificar el futuro no tiene por qué ser complicado. La planificación patrimonial es una herramienta fundamental para proteger su legado y garantizar el bienestar de su familia. Acompáñenos en un seminario gratuito e informativo sobre Planificación Patrimonial, donde le explicaremos de manera sencilla cómo proteger sus bienes, cuidar de sus seres queridos y asegurarse de que sus deseos sean respetados.
Date: Domingo 27 de Abril
Time: 2:00pm
MAS INFORMACIÓN REGISTRARSEFUNDAMENTOS CLAVE PARA UNA PLANIFICACIÓN PATRIMONIAL SEGURA
Planificar el futuro no tiene por qué ser complicado. La planificación patrimonial es una herramienta fundamental para proteger su legado y garantizar el bienestar de su familia. Acompáñenos en un seminario gratuito e informativo sobre Planificación Patrimonial, donde le explicaremos de manera sencilla cómo proteger sus bienes, cuidar de sus seres queridos y asegurarse de que sus deseos sean respetados.
Date: Domingo 27 de Abril
Time: 2:00pm
REGISTRARSEUbicación: 3270 Keller Street, Suite 104, Santa Clara, CA 95054
Lo que aprenderá:
- Los documentos clave en un plan patrimonial (Testamentos, Fideicomisos, Poderes Legales)
- Cómo evitar la sucesión (probate) y reducir impuestos patrimoniales
- Estrategias para proteger sus bienes para futuras generaciones
- Errores comunes en la planificación patrimonial y cómo evitarlos
- La importancia de las directivas médicas y la tutela legal de su familia
¿Por qué asistir?
- La planificación patrimonial no es solo para los más ricos, es para cualquier persona que quiera asegurar su futuro y el bienestar de su familia.
- Entienda lo esencial de la planificación patrimonial de manera clara y sencilla.
- Aprenda cómo proteger sus bienes y evitar errores legales costosos.
- Descubra las mejores maneras de cuidar a su cónyuge, hijos y herederos.
- Mantenga el control sobre sus decisiones médicas y patrimoniales.
- Resuelva sus dudas con expertos en planificación patrimonial.
¿Quién debería asistir?
- Personas que desean proteger a sus seres queridos y su patrimonio.
- Familias, jubilados o quienes no estén seguros de si su plan actual es suficiente.
- Cualquiera que busque reducir impuestos, evitar la sucesión legal o prevenir disputas familiares.
Pregúntese:
- ¿Tiene un testamento?
- Si el valor de su patrimonio (incluyendo su casa) supera los $184,000, ¿tiene un fideicomiso?
- ¿Ha designado legalmente quién cuidaría de sus hijos en caso de que le suceda algo?
- ¿Su testamento o fideicomiso incluyen disposiciones para impuestos patrimoniales?
- ¿Tiene una Directiva Médica con los nombres y contactos de sus representantes?
Si respondió “No” a alguna de estas preguntas, este seminario es para usted.
Lo que se llevará de este seminario:
- Claridad y confianza sobre la planificación patrimonial—explicada de forma sencilla.
- Estrategias efectivas para proteger a su familia, reducir costos y preservar su legado.
- Consejos prácticos para que 2025 sea el año en que tome el control de su plan patrimonial.
Frequently Asked Questions
Cualquier persona interesada en proteger su patrimonio, evitar la sucesión legal y asegurar el bienestar de sus seres queridos. No importa si ya tiene un plan patrimonial o no, este seminario le brindará información valiosa para garantizar su futuro.
¡Sí! Es un evento educativo completamente gratuito para ayudar a individuos y familias a comprender lo esencial de la planificación patrimonial.
¡Por supuesto! Nuestro experto responderá preguntas generales al final del seminario. (Para asesoría legal personalizada, se recomienda una consulta privada.)
No necesita preparación previa. Solo traiga sus dudas y ganas de aprender.
¡Sí! La planificación patrimonial nos afecta a todos, así que le animamos a traer a su pareja, familiares o seres queridos.Tome el control de su legado hoy mismo.
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KLG 2ND ANNUAL SHRED DAY
Safely Dispose of Sensitive Documents! Join Keyes Law Group for a Shred Day and securely dispose of old paperwork you wouldn’t want to toss in regular trash or recycle bins. This is a great opportunity to clear out clutter while supporting a meaningful cause.
Date: Saturday, April 19th, 2025
Time: 10:00am
More Details RegisterKLG 2ND ANNUAL SHRED DAY
Safely Dispose of Sensitive Documents! Join Keyes Law Group for a Shred Day and securely dispose of old paperwork you wouldn’t want to toss in regular trash or recycle bins. This is a great opportunity to clear out clutter while supporting a meaningful cause.
Date: Saturday, April 19th, 2025
Time: 10:00am
RegisterLocation: Keyes Law Group, PC ‘s Parking Lot | 500 E. Calaveras Blvd, Ste 333, Milpitas, CA 95035. Get directions: https://maps.app.goo.gl/1pSsodtNLDFeFKVr5
Why Participate?
- Protect Your Identity: Safely destroy documents containing sensitive information.
- Declutter Responsibly: Free up space while ensuring secure disposal.
- Support a Great Cause: All donations go towards the Alzheimer’s Association.
What to Shred?
You can bring up to 7 banker-sized boxes (12″x12″x20″) of sensitive documents including:
- Old tax returns
- Bank statements
- Pay stubs
- Medical records
- Cancelled/voided checks
- Old paperwork
No need to remove staples, paper clips, or rubber bands!
We suggest a $10 per box contribution to support the Alzheimer’s Association. Every dollar helps support the organization and critical research to find a cure and provide essential services.
Donations appreciated but not required to attend.
Donation Beneficiary: Alzheimer’s Association
RSVP Today!
Let us know you’re coming! Secure your spot by RSVPing below.
Join us in making a difference while protecting your information!