webinar
Learn how to protect your family home & nest egg
Join us from the comfort of your couch!
Discover How to Protect Your Assets and Provide for Your Loved Ones
On-Demand Webinar
Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?
Join Steven Oakley for a special ONLINE 90 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.
REGISTER NOW
Click on the button to the left to watch this webinar!
Steven Oakley
Attorney Steven Oakley received his law degree from UCLA School of Law in 1995 and is admitted to practice before all California courts and the U.S. District Court for the central district of California. He is a member of the State Bar’s Trusts and Estates Section and Wealth Counsel, LLC.
Steve served as a judicial extern to the Honorable William Rey of the U.S. District Court, as assistant to retired California State Supreme Court Justice Cruz Reynoso, as interim Special Assistant to the Vice Chairman of the U.S. Commission on Civil Rights in Washington, D.C. and as a Pro Bono attorney for Public Counsel.
On this webinar you’ll learn:
Good planning means:
- When you pass away, your assets go to the people you want without expensive court interference and unnecessary legal fees
- Your spouse is properly cared for after your passing or during your disability
- Your children’s inheritance is protected from divorcing spouses
- Your grandchildren are protected from those who would take advantage of their inheritance
- The people you choose are in charge of your financial and healthcare decisions if you become disabled
- Your charitable intentions, if any, are carried out
Bad planning means:
- If you have over $166,000 in assets and you die without a Living Trust or proper beneficiary designations, California has a plan for you, but you won’t like it:
- If you don’t have a Will, the Probate court will decide who gets your assets
- Even if you have a Will, the Probate Court must administer your estate
- Your family will likely wait 18-24 months before getting what they are legally entitled to
- The court, attorneys, and others will get to keep about 5% of your gross assets for themselves—money that should go to your loved ones. (For an average California home, that translates to approximately $30,000 in unnecessary fees and expenses.)
- If you have an old Living Trust, you may still land in Probate.
Remember: If you want to subsidize the State and others, use California’s plan. If you love your family and want them to get everything you’ve worked hard for, use a better plan.
Watch our recorded Webinar to learn how to do the good planning you and your loved ones deserve.
