Free Estate Planning Workshop
Lunch and Learn
Is a will enough or do you also need a trust? Discover what it takes to keep your loved ones out of court and out of conflict and your assets out of the hands of the government.
What You'll Learn:
What legal documents you need to have in place to keep your family out of court and conflict if something were to happen to you.
What a comprehensive estate plan looks like and why you need one (and the dangers of not having one!).
Why preparing for your possible incapacity is the best gift you can give your family.
How to ensure your children are taken care of by the people you trust.
How to ensure that the assets you to leave to your children and loved ones are protected from creditors, divorce and even bankruptcy, and not end up with the government.
How to pass on more than just your assets, and leave a true legacy to your children and loved ones.
That facing the reality of your death (and planning for it) is the path to creating a life worth living.
Meet Your Host:
Ummi Lawan
Hello, I’m your neighborhood Personal Family Lawyer.
I understand that legacy is about more than just money—or even wills and trusts. It’s about the people, values, and life stories that matter most. As your trusted advisor, I provide the kind of personalized legal guidance often reserved for high-net-worth families, helping you make the best decisions for your loved ones.
Our unique life and legacy planning approach goes beyond traditional estate planning. It ensures that not only your assets are protected, but that your values, priorities, and relationships are thoughtfully passed on as part of your legal estate planning.
Hear From Our Clients
Ready to Take Action?
Make sure your hard-earned success is protected! Estate planning is more than managing assets; it’s laying a foundation of security and peace for your family.
Begin your journey toward a more secure future today!