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Workshops & Events
Most people who enter the estate planning process have only a vague idea of what they want to accomplish. Have you felt like a bystander rather than a participant in the decisions that affect you and your loved ones? If you don't know what really matters to you, how can financial and legal professionals guide you and deliver an estate plan that accomplishes your goals?
That is why I created a series of workshops that provide you with the knowledge and tools to have absolute control over what you want to accomplish.
With each workshop, I take you on a journey of discovery and education. Beginning with your true motivation, guiding principles, ideals, beliefs and personal insights, morally as well as financially, we create the foundation for sustaining your estate plan.
What could be more important than taking care of your family, creating a life of financial independence and security, pass on a legacy of your values and beliefs, and influencing society through philanthropic activities?
From determining your last wishes regarding both values and valuables, organizing your financial, legal, household, health, personal, and final arrangements, or finding the most desirable outcome in holding, managing, and distributing your hard earned assets, these workshops will give you new insights, skills, and solutions that will motivate you to make changes that bring more joy, order, balance and peace of mind in your life.
Click on image to see a catalogue of future and past workshops and events.
Creating a Loving Legacy
Applying the 12 Gifts featured in the bestselling book and movie The Ultimate Gift by renowned author Jim Stovall, this special workshop guides you through the process of creating a legacy statement that reveals your guiding principles, ideals, beliefs, and personal insights, morally as well as financially. It is possible to give without loving, but impossible to love without giving. The attitude of giving without loving motives or instructions undermines the gifts we leave to our beneficiaries or charities. Love not only prompts us to be generous in what we give but also to be responsible in why and how we give. Let these become a compass for creating your estate plan that serves as a celebration for life, clarifying what you want to do and why you want to do it.
Estate Planning for Non-Traditional Families
Typical estate planning focuses on traditional married couples. Most people who are in a committed non-traditional relationship do not have an estate plan that protects their wishes for providing for each other or may not do any estate planning at all. Regardless of whether your family reflects single parent, multiple marriages or blended families, domestic partnerships or other forms of relationships, learn about the various estate planning vehicles that can secure your objectives and how to discuss and resolve non-traditional challenges.
Organize Your Estate Matters
Learn how to organize your estate with presentations from a variety of speakers who are experts in their professional areas. They will share important information to help you organize, protect, and preserve your estate and provide direction for your loved ones whether an emergency, inability to manage your own affairs, or in the event of passing. Presenters include professionals in estate appraisal, organ donation, funeral services, feng shui, property insurance, photography, estate sales and liquidations, estate organizing and documentation, and more. Ask questions of the experts in this open forum. Protect your assets, be prepared, make qualified, competent decisions when planning your future and implementing your estate plan.
Good Estate Planning Essentials
Do all the legal terms, tax codes, and state and federal laws involving inheritance and estate planning leave your head spinning? Learn what these mean in everyman's language to make qualified, competent decisions prior to implementing an estate plan. Subjects include: History of the Death Tax; The Probate Process; Will your estate have to pay taxes?; Federal Estate and Gift Tax Exclusions; Unlimited Marital Deduction; Legal methods of ownership to avoid probate; Separate and Community Property; The Living Trust; Roles and Responsibilities; Stepped-Up Valuation and Capital Gains Tax; Appointment of Guardian and Conservator; Giving it Away during life.
Good Estate Planning Advanced
How do you provide for a special needs child; how can you control the distributions from your IRA/Qualified Plan; how can you be assured there will be an inheritance for your grandchildren; what if your estate exceeds the federal estate tax exclusions? These and many other complex estate planning issues will be discussed in this advanced workshop including; A/B/C Trusts: Q-TIP & Q-DOT; Asset Management Trust/Spendthrift; Beneficiary Trusts; Buy/Sell Agreement; Catastrophic Illness Trust; Charitable Remainder Trust; Children's Trust/Special Needs Trust; Family Limited Partnership; Generation Skipping Trust; Gift Trusts, GRATS, GRUTS, GRITS; Insurance Preservation Trust; IRA/Qualified Plan Trusts; Separate Property Agreements.
Organizing for Your Brain Type
Have you ever considered that the environment you have created to support your needs really isn't that supportive and may even be a hindrance? Trying to get organized can be counterproductive if you don't use your natural preference to conquer clutter. According to Dr. Arlene Taylor, a brain function specialist, we tend to have a "preference" in processing information according to which area in our brain is more dominant. Learn what the strengths and challenges are for your Brain Type; how to design your "paper processing space" to support your Brain Type; how to get along with other brain types.
Webinar Use PowerPoint like a Pro (vs. Embarrassing Yourself)
Monday, March 16, 2009 Part 1
Monday April 6, 2009 Part 2
This special webinar, led by Meggin McIntosh, Ph.D., known as "The Ph.D. of Productivity™" is reasonably crazed about her PowerPoints (and lots of other things, too!) She says, "I will be thrilled to have you be part of this learning event. I am continually saddened (truly) by people who are professionals in other ways, but then get up and display a PowerPoint that is sub-standard, to say the least."
As a professional, you want your use of PowerPoint® (or other presentation software) to support rather than detract from others' sense of your professionalism.
It's fabulous when the presenter knows how to use PowerPoint® to augment and support the message and content. It's horrid when a presenter is clueless about the do's & don'ts. You want to be 'in the know,' don't you?
The webinar will be recorded and available for download if you can't attend the live dial-in but you must be pre-registered.
Click HERE where you can learn more and get registered.
Information presented at these workshops is not to be construed as legal, financial or medical advice. These workshops provide general information about estate planning concepts. If you wish to seek legal advice, please contact a properly licensed attorney.
| Creating a Loving Legacy
|
| Estate Planning for Non-Traditional Families Typical estate planning focuses on traditional married couples. Most people who are in a committed non-traditional relationship do not have an estate plan that protects their wishes for providing for each other or may not do any estate planning at all. Regardless of whether your family reflects single parent, multiple marriages or blended families, domestic partnerships or other forms of relationships, learn about the various estate planning vehicles that can secure your objectives and how to discuss and resolve non-traditional challenges. |
| Organize Your Estate Matters Learn how to organize your estate with presentations from a variety of speakers who are experts in their professional areas. They will share important information to help you organize, protect, and preserve your estate and provide direction for your loved ones whether an emergency, inability to manage your own affairs, or in the event of passing. Presenters include professionals in estate appraisal, organ donation, funeral services, feng shui, property insurance, photography, estate sales and liquidations, estate organizing and documentation, and more. Ask questions of the experts in this open forum. Protect your assets, be prepared, make qualified, competent decisions when planning your future and implementing your estate plan. |
| Good Estate Planning Essentials Do all the legal terms, tax codes, and state and federal laws involving inheritance and estate planning leave your head spinning? Learn what these mean in everyman's language to make qualified, competent decisions prior to implementing an estate plan. Subjects include: History of the Death Tax; The Probate Process; Will your estate have to pay taxes?; Federal Estate and Gift Tax Exclusions; Unlimited Marital Deduction; Legal methods of ownership to avoid probate; Separate and Community Property; The Living Trust; Roles and Responsibilities; Stepped-Up Valuation and Capital Gains Tax; Appointment of Guardian and Conservator; Giving it Away during life. |
| Good Estate Planning Advanced How do you provide for a special needs child; how can you control the distributions from your IRA/Qualified Plan; how can you be assured there will be an inheritance for your grandchildren; what if your estate exceeds the federal estate tax exclusions? These and many other complex estate planning issues will be discussed in this advanced workshop including; A/B/C Trusts: Q-TIP & Q-DOT; Asset Management Trust/Spendthrift; Beneficiary Trusts; Buy/Sell Agreement; Catastrophic Illness Trust; Charitable Remainder Trust; Children's Trust/Special Needs Trust; Family Limited Partnership; Generation Skipping Trust; Gift Trusts, GRATS, GRUTS, GRITS; Insurance Preservation Trust; IRA/Qualified Plan Trusts; Separate Property Agreements. |
| Organizing for Your Brain Type Have you ever considered that the environment you have created to support your needs really isn't that supportive and may even be a hindrance? Trying to get organized can be counterproductive if you don't use your natural preference to conquer clutter. According to Dr. Arlene Taylor, a brain function specialist, we tend to have a "preference" in processing information according to which area in our brain is more dominant. Learn what the strengths and challenges are for your Brain Type; how to design your "paper processing space" to support your Brain Type; how to get along with other brain types. |
Webinar Use PowerPoint like a Pro (vs. Embarrassing Yourself) This special webinar, led by Meggin McIntosh, Ph.D., known as "The Ph.D. of Productivity™" is reasonably crazed about her PowerPoints (and lots of other things, too!) She says, "I will be thrilled to have you be part of this learning event. I am continually saddened (truly) by people who are professionals in other ways, but then get up and display a PowerPoint that is sub-standard, to say the least." |
To receive notices of upcoming workshops, click on link to go to signup form.
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Events in Review!
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The 2008 Annual Nevada Women’s Expo at the Reno Sparks Convention Center.
It was another fabulous conference for women in April. I enjoyed meeting previous acquaintances, talking with those that have taken my workshops, and meeting many new people that are interested in learning about estate organizing and the Living Trust. My next door neighbor was Lizz Stanley, who is a photographer who provides a backup photographic inventory service, Virtual Image Solutions. Get more information on Lizz in the Useful Links page.
This year Creative Estate Organizers offered a Grand Prize Drawing for a Revocable Estate Plan Living Trust. The Estate Plan Living Trust will be reviewed and executed with an estate planning attorney licensed in the State of Nevada.The winner is Vanessa Ornelas from Reno, NV. More to come about Vanessa soon.
www.nevadawomensexpo.com
The Nevada Women’s Expo is a unique show which brings a nice blend of diverse businesses together for a fresh, fun, and energizing weekend of shopping, education, samples, tastings, networking, health screenings, pampering and unforgettable experiences. As an attendee, you will leave with a tremendous amount of insight, inspiration, wisdom, practical advice and networking at the end of the day. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
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