COMPLIMENTARY ESTATE PLANNING + ASSET PROTECTION WORKSHOP

Future-Proofing Your Family:

Protecting Your Children's Inheritance

Snehal Patil

Personal Family Lawyer®

IndUS Counsel

What an Estate Plan is and why it's important for all families to safeguard their assets – not just the wealthy
The 3 things your estate plan must include to keep your money out of the hands of the government (and most certainly doesn’t right now, even if you’ve worked with a lawyer).
Specific strategies to make taxes 100% voluntary so you can preserve wealth for your family.
Why having a Will alone isn’t enough to make sure your kids are taken care of the way you want, by the people you want, no matter what.
How to Safeguard Inheritances: ensure your assets are immediately and privately available to the people you’ve named to care for your children.
What estate planning should cost and who pays the cost of “cheap legal” plans.