Workshops

It’s Your Estate ~ Fall 2022


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 12 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. Overview & Estate Law Changes


WEBINAR VIDEO COMING SOON

This webinar will air on Friday September 30, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


 
This session is intended to give you an overview as to the importance of estate planning during life as well as at the time of death. We will discuss documents involved and the importance of understanding how you hold title your assets. We have included an workbook for your personal use that may help you get more from the series if you complete it. This is our first attempt at a workbook and would like your feedback if it enhanced your learning from the workshop series.


Workshop Documents



VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



2. Advanced Health Care Directive & Power of Attorneys


WEBINAR VIDEO COMING SOON

This webinar will air on Friday October 7, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



3. Wills & Trusts


WEBINAR VIDEO COMING SOON

This webinar will air on Friday October 14, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



4. Retirement Asset Planning


WEBINAR VIDEO COMING SOON

This webinar will air on Friday October 21, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



5. Charitable Opportunities


WEBINAR VIDEO COMING SOON

This webinar will air on Friday October 28, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



6. Estate Administration


WEBINAR VIDEO COMING SOON

This webinar will air on Friday November 4, 2022 at 10am PST

Click Here To Register
 

In the meantime please enjoy our previous series here:

It’s Your Money ~ Spring 2022 series            It’s Your Estate ~ Spring 2022 series


Workshop Documents



VIDEO WEBINAR :


BREA :


IRVINE :


LAGUNA BEACH :


LAGUNA NIGUEL :


ORANGE :



Articles



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