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FREE EDUCATIONAL EVENTS

Check Back Soon to See Our 2020 Event Schedule!

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Advanced Estate Planning

Join Attorney Bill White for a free, educational webinar, where you can get some valuable information from the comfort of your own home!

Webinar Times:

Advanced Estate Planning for Beginners

Tuesday, November 17th
6:00 pm

Advanced Estate Planning for Financial Advisors

Tuesday, November 24th
2:00 pm

Thursday, September 3, 2020

24932 Veterans Way,
Mission Viejo, CA 92692

 (Click Address for Directions)

Location:

Norman P. Murray
Community and Senior Center

Discover How to Avoid 7 Big Mistakes in Your Estate Plan

Attorney Bill White will cover how a properly prepared estate plan can provide…

  • Inheritance Protection – Prevent your children from losing their inheritance from a divorce, from creditors & judgments, and even the IRS!
  • Remarriage Protection – Stop family wealth from going to strangers if your spouse remarries after you pass on.
  • Asset Protection from Nursing Home Costs – Yes, you don’t have to go broke from nursing home costs. Find out how at this workshop.
  • Capital Gains Tax Prevention – Most estate plans pass on substantial capital gains taxes to the children.  You can prevent that from happening to your children.
  • Living Probate Prevention – Who, and how, will someone handle your medical, legal and financial affairs if you become incapacitated?  Do you have the right Power of Attorney and Medical Directives?  Learn the difference between “Having Documents” and “Doing Planning.”

Why Most Estate Plans Fail

Join Attorney Bill White at the Norman P. Murray Community and Senior Center for a free, informational event. Refreshments will be served. Reserve your seat below.

Dates:

Tuesday
October 22, 2019
at 6:30 PM

Thursday
October 24, 2019
at 6:30 PM

Address:

24932 Veterans Way,
Mission Viejo, CA 92692

 (Click Address for Directions)

Location:

Norman P. Murray
Community and Senior Center

JOIN US AT AN UPCOMING EVENT
We Strongly Suggest You and Your Spouse Join the Webinar!