*Calling All Parents* Do You Have an Estate Plan?

January 16, 2024

*Calling All Parents* Do You Have an Estate Plan?

If you know you need an estate plan (hint: you do!) but aren't sure where to start, attend one of these FREE upcoming workshops

Patricia De Fonte of Estate Planning With Heart is an outstanding resource for families with, well… resources! She shares Pacific Edge's ethos of outstanding client care. And she's a local San Franciscan, with an office right here in Noe Valley.

At this free estate planning workshop, parents will learn why they need a personalized estate plan to care for themselves, and their children should the unfortunate happen.

Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance – at specified ages, for specified reasons, and with specified limitations.

 

Learn how a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children’s future.

Learn why everyone over the age of eighteen needs an advance health care directive and a durable power of attorney.

Learn how to control the circumstances in which your children receive their inheritance

Learn the difference between a will and a trust

Learn how to create an estate with life insurance

Learn about what happens when someone dies without an estate plan.

REGISTER HERE to take the first step to protect your family's assets and take charge of the future for yourself and your loved ones'.


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