Workshops

It’s Your Estate ~ Fall 2025


The “It’s Your Estate” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. We provide 9 hours of objective education over an 6 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information. Click HERE to find your workshop community.

1. Estate Planning Fundamentals


WEBINAR VIDEO COMING SOON

This webinar will air on Friday Sep 26, 2025 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2025 series                   It’s Your Estate ~ Spring 2025 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



2. Health Care & Power of Attorney


WEBINAR VIDEO COMING SOON

This webinar will air on Friday Oct 3, 2025 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2025 series                   It’s Your Estate ~ Spring 2025 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



3. Guide To Wills & Trusts


WEBINAR VIDEO COMING SOON

This webinar will air on Friday Oct 10, 2025 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2025 series                   It’s Your Estate ~ Spring 2025 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



4. Strong Retirement Asset Planning


WEBINAR VIDEO COMING SOON

This webinar will air on Friday Oct 17, 2025 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2025 series                   It’s Your Estate ~ Spring 2025 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



5. Tax Advantages for Philanthropy


WEBINAR VIDEO COMING SOON

This webinar will air on Friday Oct 24, 2025 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2025 series                   It’s Your Estate ~ Spring 2025 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



6. Navigating Estate Administration


WEBINAR VIDEO COMING SOON

This webinar will air on Friday Oct 31, 2025 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2025 series                   It’s Your Estate ~ Spring 2025 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



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