Benefits of Attending an Estate Planning Seminar
You may have heard friends talking about the estate planning seminar they went to or seen a flyer in the mail or newspaper and thought to yourself: “That sounds like a good idea, but is it worth it? Well, the answer is YES!
At Moulton Law Offices, we think that educating yourself and obtaining information is the first step toward creating a comprehensive estate plan. We find that procrastination is the most common reason individuals do not execute estate planning. They may be hesitant because the issues are complex to address, such as death, disability, and taxes, or they are unsure where to begin and what questions to ask. You can benefit from attending an estate planning seminar by listening to an expert teacher to address these worries with you. Our estate planning seminars run about 1 hour and 30 minutes long and cover estate planning methods, pitfalls, practical solutions, Medicaid and long-term care planning topics, and any pressing questions you might have.
We Invite You to Schedule a Consultation After the Event
The seminar will allow you to consult with an estate planning attorney regarding your estate plan goals and concerns. Your attorney will start by asking you about family members and assets, followed by you asking questions and discussing objectives. After gathering as much information as possible, the attorney will suggest the best approach to achieve your goals. A consultation is the best way to get all of your questions answered and obtain some clarity on the most challenging issues you may be facing.
As a result, it is well worth your time to attend a free estate planning seminar where you can learn about various methods and options and have a consultation with an experienced estate planning lawyer to discuss your specific circumstances.
The notion that knowledge is power has always been true, which holds true with estate planning. When individuals don’t comprehend all of the information, they make mistakes, resulting in adverse outcomes for their loved ones. We frequently receive clients who want “damage control” options.
Procrastination is the Enemy of Proficient Estate Planning.
However, estate planning is something that far too many individuals choose to overlook. It may appear like a challenging procedure that can just be addressed at some future point. In reality, according to studies, most American adults are entirely unprepared for an inevitable occurrence affecting us all.
We devote all of our efforts to assisting residents in our region in overcoming the learning curve so that they may plan and protect their families. If you participate in one of our seminars, you will receive a wealth of information in a single sitting. For many years, we have been running seminars to distribute knowledge without eating up too much attention.
Learn Estate Planning Basics from a Licensed Attorney
People are hesitant to seek legal counsel for estate planning because they are scared of it. After all, you may need to talk about some rather “touchy” subjects with your estate planning lawyer. Some people may find it challenging to discuss these issues with someone you just met. Your family dynamic will be addressed, and your financial position will be considered.
This is another excellent motivation to attend one of our estate planning seminars. You can get to know us before deciding if you’re even ready to begin estate planning. People usually find themselves immediately at ease once they step into a room with our lead seminar provider and estate planning expert, Michael Gunning , so any lingering worries should be quickly relieved!
Make Informed Decisions About Your Future
You’ve probably seen Internet advertisements attempting to entice you to visit websites that offer DIY legal papers, such as last wills. If you’ve been putting the idea of attending an estate planning seminar on the back burner, you may think purchasing one of these downloads and filling in the blanks would be a quick fix.
CAUTION! ALERT! HUGE MISTAKE! A will might be the most straightforward and cost-effective estate planning instrument, but things aren’t as simple as they appear if you choose to use one. You can expect to learn some valuable information regarding last wills and other estate planning documents during one of our seminars.
There may be difficulties with your estate administration procedure, and you could be restricted as to how assets may be transferred to your loved ones. Furthermore, these documents are unlikely to consider asset protection or spendthrift measures.
However, if you create a living trust, these drawbacks and restrictions would not exist. These trusts may be the ideal answer for a wide range of people, and you don’t need to be a multimillionaire to benefit from them.
The revocable living trust is another type of trust that may bear fruit, but there are even more types of trusts that can be used to achieve more complex goals. Here in the Northwest, many people are financially successful. Families with a high net worth might be subject to the federal inheritance tax. You can take procedures to preserve your legacy, and we’ll discuss them during our seminars.
Although this is only one example of when specialized preparation may be required, there are several others. The average person will not wholly understand all of the options accessible to them, and that is where we can help.
Don’t Forget to Reserve Your Seat Before We Fill Up!
Moulton Law takes a proactive approach to support the learning opportunities these seminars provide. We recognize that our clients’ lives are busy, so we’ve recently opted to offer these events in additional locations throughout Eastern Washington and North Idaho.
We provide these estate planning seminars to meet the needs of everyone, and they are often held at accessible conference rooms on a continual, ongoing basis. Different starting times are also available; therefore, you should be able to locate a start time and a location that works for you.
Our seminars are open to the public and do not cost anything to attend, but they often fill up quickly. As a result, we request that you reserve your seat in advance so that we may hold your place. In addition, we’d like to encourage you to bring along any future or potential inheritors or trustees to the event so that they may get a head start on learning how to be a trustee when the time comes.
We Do Everything We Can to Minimize Information Overload
Estate planning is a complex topic, and it may include abstract ideas that are only familiar to experienced estate planning attorneys. If you search “estate planning,” “will,” or “living trust,” you’ll almost certainly be overwhelmed by information. You’ll get heaps of scattered, disconnected data but no way to connect all the dots to create a clear image of what you require or how to put it into practice.
A free estate planning seminar given by a qualified estate planning attorney might be the first step toward developing an effective estate plan.
TIP: Take Advantage of the Opportunity to “Talk Shop” with Our Experts
A seminar is ideal for meeting with pleasant, helpful specialists and getting solid, reliable information. You may learn about state and federal estate planning and taxation regulations and how they apply to you and your family during our estate planning seminar.
You’ll learn all about the various types of planning and their benefits and drawbacks at this session.
At the end of our estate planning seminar, with your newly acquired knowledge, you should be able to decide and move forward with your own estate planning goals. We’ll also make sure you get a business card and our contact information, so you know where to find us if you need more information or help in the future.
We’re a Fan of Presenting at Estate Planning Seminars
Estate planning attorneys enjoy providing seminars because they can share their expertise and quickly get to know a whole group of individuals at once. This opportunity to interact is an excellent way for the attorney and attendees to see whether they are a good fit to work together on estate planning. You can consider this the “test drive” process if you will.
You’ll receive certain benefits when you attend a seminar presented by a qualified estate planning attorney. Attorneys are bound by a code of ethics that ensures they treat customers ethically and do not pressure anyone to acquire services they don’t require . This implies that they are cautious with how they communicate information.
You can be confident in their objectivity and accuracy. We do not provide a one-size-fits-all solution for every estate planning need, but we offer balanced, reliable information. Instead of trying to convince everyone that they should adopt a particular approach or document as a one-size-fits-all answer to every estate planning goal, we want to educate the public and assist families and business owners with:
- Minimizing your tax burden
- Protect you or your loved ones in the event of disability or incapacity
- Protect your loved one’s inheritance from the risks of divorce, lawsuits, or other claims
- Avoid the hassle, delays, and complications when it comes time to pass on your estate
- Leave yourself a lasting legacy.
An estate planning seminar is an ideal method to get in touch with an estate planning lawyer before deciding whether or not to work with them while also learning about a complex topic that may significantly influence your family’s future. It’s much easier than spending hours researching yourself and wondering if what you’ve found is reliable and relevant to your situation.
This doesn’t imply that you should avoid conducting your research or that you shouldn’t obtain information from various sources. Instead, it implies that attending an estate planning seminar might be a valuable method to ensure you understand all the pertinent information and have a clear picture of what you need to do to safeguard yourself and your family.