Family Wealth Planning
Family Wealth Planning Session™
We focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. If we end up creating a comprehensive estate plan for you, the session fee is applied to your legal fees. In some circumstances, we will waive the planning session fee, such as if you previously attended one of our education webinars or classes.
Have a question you'd like to chat about? Schedule some time with us today. You have nothing to lose, and everything to gain - the call is free!
Educational Workshop - Estate Planning
1 hour 30 minutes
Let Personal Family Lawyer®, Yaasha Sabba, answer all your questions at this FREE educational event to find out how to keep your family out of court and out of conflict.
1. Why you need an estate plan, even if you aren’t rich.
2. The 3 things your plan must include to keep your money away from the government.
3. How often your will or trust needs to be reviewed to make sure they work when you need them.
4. What planning should cost and who pays the cost of a "too cheap" plan.
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