Estate Planning Workshops
Register for An Upcoming Estate Planning Workshop
Check back for more information on upcoming virtual estate planning workshops. And always feel free to enjoy one of our on-demand workshops:
MAY 7, 2024
4pm PT
ONLINE WEBINAR
GIVING & GIFTING: STRATEGIES FOR BOTH NOW AND LATER
Join Caress Law, PC attorney Tasha Lyn Cosimo and special guest Laurel Numbers of Morgan Stanley, as we discuss strategies for your philanthropic and filial goals. Would you like ideas around how and when to give to your favorite causes? Join us for an outline of strategies to consider before you simply write a check.
MAY 7, 2024
4pm PT
ONLINE WEBINAR
We’ll cover topics such as:
How can you leave a legacy through gifting.
How to efficiently give away assets while you’re alive.
Supporting causes through estate planning, leaving a percentage of assets to a non-profit.
Register Now
On-Demand Workshops
ROLES & RELATIONSHIPS
Learn your responsibilities as Estate Executor, Power of Attorney Agent & Healthcare Representative in this free on-demand webinar.
ESTATE PLANNING: A GIFT FOR THE ENTIRE FAMILY
Tune in to this free on-demand workshop about how estate planning impacts each member of the family now, and later in life.
GUARDIANSHIP OF MINORS
Parenting is hard, but planning for the “what-ifs” of the future doesn’t have to be. Caress Law, PC can help you protect your family, no matter what.
7 TRUTHS (AND UNTRUTHS) OF ESTATE PLANNING
We know that when it comes to wills and trusts, most people have a lot of questions—but very few people ever get answers. We want to change that.
Download our Estate Planning Primer
Our Estate Planning Primer will introduce you to the various estate planning tools, explain what they do, and help you gain familiarity with the terminology and process.