For more than two years, we have regularly held a workshop on estate planning and asset protection. It has won praise from clients, financial advisors, attorneys, and other attendees.
Now we have updated and revised the workshop format, retaining the best material but adding new stories, examples, and illustrations to help attendees learn the most about how to arrange their estates for maximum benefit.
In Estate Planning Essentials, we start with asking attendees what motivated them to come to the workshop, and to spend time writing down their concerns and the impact estate planning (or the lack of it) will have on their lives, their assets, their lifestyles, and their families.
We explore the philosophy behind estate planning — why do it in the first place, how it fits into your life, and how it can affect you and your loved ones.
As always, we ask attendees at the beginning of the workshop to suggest questions and topics, so the presentation can be tailored to the interest of the participants.
The main part of the presentation emphasizes how the main estate planning vehicles — trusts, wills, powers of attorney, and health care directives — work, how they can meet life’s challenges (incapacity, care needs, living in a blended family, disability of family members, and so on), and how they can improve outcomes for all family members.
Anyone attending a workshop receives a complimentary opportunity to meet with a Sykes Elder Law attorney to review their own estate planning needs.
Upcoming workshop dates and times include:
- February 20, 5:30 – 7:30
- March 5, 2:30 – 4:30
- March 20, 5:30 – 7:30