Plan Protect Prosper – Creating a plan to ensure that you and your family are protected for the future.
Dimension Law Group will be hosting an Estate and Wealth Planning Seminar for Families on May 21,
2019 from 3:30-5:30 pm at Total Wine in Southcenter. Please join us for some great wine, food, and a
discussion on how to start creating a plan for you and your family’s future. Estate planning and asset
protection is more than writing a will. Done right, estate planning can help you organize your assets to
help avoid family strife and prevent unneeded expenses and heartache in the future. This seminar was
created to provide an opportunity for families and expectant families to meet with an experienced
attorney and financial planner to learn more about their estate planning options.
Register Below for this seminar. The seating will be limited to 30 guests.
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The seminar will feature the following experienced professionals:
- Julie Martiniello, of Dimension Law Group, who focuses her practice on Estate Planning with Special
Considerations for families and expectant families, as well as Real Estate and Business Law. - Phillip Ussery, CFP®, a Financial Advisor with Edward Jones who is focused on helping families and
small businesses create personalized financial strategies to meet their individual goals. For many
clients this includes Planning for Education, Retirement, Preparing for the Unexpected & Estate
Planning.
The Estate Planning for Families Seminar will discuss the following topics:
- What you need to know about Probate, Wills and Powers of Attorney
- How to properly appoint a guardian for your minor or dependent children and what mistakes to
avoid - Overview of Trusts for your children and estate: How to make sure your assets are managed
properly for young children - Other considerations for families and avoiding conflict
- Structuring your account ownership and beneficiaries to prepare your estate plan
- How to integrate life goals into your estate plan
- How insurance can help protect your family
- Q&A session
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