Take the Next Steps: A Will May Not Be Enough for Complete Estate Planning

Description:

In this comprehensive workshop, you'll gain valuable insights into the essential aspects of estate planning, trust administration, and probate, with a special focus on elder law. Designed to help you navigate the complexities of protecting your assets and ensuring your long-term care needs are met, this session will empower you with the knowledge to make informed decisions for a secure future. Whether you're just starting to plan or looking to enhance your existing strategy, this workshop will provide you with practical steps to safeguard your legacy.

• Individuals concerned about the financial impact of long-term care and estate planning on their loved ones.
• Executors or trustees responsible for managing and administering an estate.
• Those approaching retirement age who want to ensure their estate is managed according to their wishes.
• People looking to understand how to integrate elder law into their estate planning to avoid potential legal and financial challenges.

Event Details:

Date: Thursday 10/24/24

Time: 6pm - 7pm

Location: 740 W Alluvial Ave #102, Fresno CA 93711

About the Speakers:

Bryan Martin has been helping people with life transitions since 1981. Now a Senior, he finds plenty of opportunities to help other Seniors plan for their future and legacy. He provides planning for Seniors' personal residences and investment properties. Whether your goal is deferring taxes, avoiding family disputes about wealth distribution, blessing heirs with legacy gifts before your death, downsizing, or funding Senior living options, Bryan has the tools and resources to help and give you peace of mind. Bryan is a Real Estate Broker (DRE # 01710197) and Co-Owner of Keller Williams Realty Fresno (DRE 01864461). Real estate planning can benefit you and your heirs for generations.

Teresa B. Petty-Jones is a dedicated attorney specializing in Estate Planning, Trust Administration, Probate, and Elder Law. With a deep commitment to helping seniors and their families avoid the financial pitfalls of long-term care and improper estate planning, Teresa provides compassionate, personalized guidance throughout the legal process. Her family-oriented approach ensures that clients make informed decisions in a comfortable environment. Whether navigating the complexities of probate or safeguarding against elder abuse, Teresa’s expertise and care offer trusted counsel to protect your assets and secure your future.

Host or Publisher Bryan Martin, DRE#01710197