Workshops

Estate Planning for Parents

Protect Your Children

This workshop covers general estate planning principles for parents, with specific attention on how to protect both your minor and adult children. Ensure your kids are taken care of by the people you want, the way you want, no matter what happens to you. Parents need to prepare a Guardianship from nominating a guardian for their minors kids. Parent with adult children (age 18) needs to realize that once their children are adults they can no longer make any decision for them, therefore, their kids need their own Durable Power of Attorney, Advance Health Care Form and a Simple Will naming people they trust to make the decision for them.

Estate Planning Workshops for Unmarried Individuals

Marilyn Monroe’s Will left 75% of her fortune to her acting coach, Lee Strasberg, with “wishes” for him donate it to charity.

Strasberg later married, and at his death, his estate plus all Monroe’s licensing and royalty fees went to his widow – a complete stranger to Marilyn – and not to charity!

Unintended Heirs – Is just one of the many reason Trusts are so important for Unmarried Individuals.

Our complementary estate planning workshops encompass some of the most common scenarios as well as some of the most unique.

It is important you protect yourself, your assets and your loved ones. There is so much misinformation out there that it has become Carmen’s goal to educate the community about about why having a quality estate plan is so important.

Carmen is dedicated to helping each of client create a plan that meets all their needs and goals. With almost 15 years of estate planning experience Carmen is able to properly advice their clients.

If you are unable to attend a workshop, please call our office at (805) 915-4793 and schedule a free 1 hour consultation to ask any questions.

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