 | Legacy Wealth Planning | | 01:30 PM - 03:30 PM
450 N "G" Street
San Bernardino, CA 92410
What if Everything You Knew About Living Trusts Was Dead Wrong?
In this revealing seminar, we will reveal how how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
We will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems, has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, has lawsuits or creditor problems
- Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?
Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation! 
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| | Legacy Wealth Planning | | 06:30 PM - 08:30 PM
450 N "G" Street
San Bernardino, CA 92410
What if Everything You Knew About Living Trusts Was Dead Wrong?
In this revealing seminar, we will reveal how how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
We will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems, has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, has lawsuits or creditor problems
- Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?
Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!
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| | Legacy Wealth Planning | | 01:30 PM - 03:30 PM
1230 W. Colton Avenue
Redlands, CA 92374
What if Everything You Knew About Living Trusts Was Dead Wrong?
In this revealing seminar, we will reveal how how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
We will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems, has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, has lawsuits or creditor problems
- Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?
Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!
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| | Legacy Wealth Planning | | 09:30 AM - 11:30 AM
1230 W. Colton Avenue
Redlands, CA 92374
What if Everything You Knew About Living Trusts Was Dead Wrong?
In this revealing seminar, we will reveal how how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
We will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems, has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, has lawsuits or creditor problems
- Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?
Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!
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| | Legacy Wealth Seminar | | 07:00 PM - 09:00 PM
18050 Brookhurst Street
Fountain Valley, CA 92708
Complimentary Buffet Dinner
Reservations Required
THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.
In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
We will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems, has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, has lawsuits or creditor problems
- Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?
Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!
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| | Legacy Wealth Seminar | | 12:00 PM - 02:00 PM
18050 Brookhurst Street
Fountain Valley, CA 92708
Complimentary Buffet Lunch
Reservations Required
THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.
In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even in the closest of families. Wealth is not just financial. What will happen when you are gone? Traditional estate planning's goals include:
- Protect material wealth from Probate and taxes
- Transfer estate to beneficiaries
We will take a deeper look at the real-life issues facing families today…
- Disability for either spouse - long nursing home stays can be financially devastating
- Your surviving spouse re-marries, has creditor problems, has an accident and is sued
- Your children and or grandchildren go through divorces, re-marriages, has lawsuits or creditor problems
- Passing on your personal values and heirlooms - who gets mom's pearl necklace or Grandma's pie plate?
Legacy Wealth Planning provides protection for all of your concerns and goals. You owe it to your family to learn more by attending this special presentation!
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