Vital Information About Wills, Trusts, and Estate Plans Webinar
Strategies to Manage Incapacity, Family Dynamics, and Financial Risks
Our comprehensive Estate Planning Webinar teaches you:
- The advantages and disadvantages of both Wills and Trusts.
- How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
- How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
- If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
- Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued, or file for bankruptcy in the future.
- How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
- How to avoid losing your savings paying for long-term care.
- How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).
Webinar Presented by Attorneys Bridget Mackay and Miranda Dressler
Bridget Mackay and Miranda Dressler are dedicated attorneys focused on helping clients navigate estate planning challenges with clarity and confidence. They are known for their practical and compassionate approach with families when dealing with difficult topics such as death or incapacity. In their practice, Bridget and Miranda work closely with individuals and families to protect their legacy through thoughtful and efficient estate planning strategies.
They are active members of the American Academy of Estate Planning Attorneys, an exclusive organization that provides ongoing education and a nationwide network of estate planning professionals.
Be sure to join us and invite your family members and friends as we discuss the importance of why you need a great estate planning attorney in California.
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