ESTATE PLANNING 101: ESSENTIALS FOR YOUR FUTURE | APRIL 26TH
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.