Sudoku
Direct Them to Our New Webinar! Help Your Friends Avoid Common Estate Planning Mistakes As a Life Plan Member, you have your estate plan in order. Over the years, you’ve probably realized this is a rare thing! According to a new survey published in 2022, only 33% of Americans have estate plans. That means 67% are leaving their legacies unprotected — maybe including your friends and family. Many of our clients’ friends ask them for tips and advice on how to get started with estate planning or how to ensure their trust will work. Even though you’re a Life Plan Member, you’re probably not equipped to answer those questions — that’s why you have us. To help your friends out and take the pressure off your shoulders, we’ve launched two FREE exclusive webinars designed specifically to educate them on the most important parts of estate planning. One webinar is tailored for people who already have a Trust. The other webinar is for folks who don’t have a Trust and are new to estate planning. Our attorneys will be hosting these webinars live every single month. The webinars are not open to the public: They are invitation-only. Here are some of the topics we’ll cover during the webinar:
Solution on Pg. 4
Tasty Bruschetta Chicken
Inspired by Delish.com
Ingredients
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4 boneless and skinless chicken breasts, pounded to even thickness
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4 tbsp olive oil
2 tbsp lemon juice, divided
1/4 tsp pepper
1 tsp Italian seasoning 3 tomatoes, chopped
2 cloves garlic, minced 1 tbsp fresh basil, chopped Salt and pepper, to taste 4 slices mozzarella cheese Parmesan cheese, grated
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Wills do not avoid outrageous probate fees. A house worth $500,000 bequeathed in a Will can trigger a probate fee of over $25,000. Not all Trusts avoid the Capital Gains Tax. In fact, many Trusts accidentally trigger this tax. Most Trusts do not provide Asset Protection for children. A child’s inheritance can be lost to an in-law or a creditor. Standard language included in most Trusts can cause bank accounts to be frozen upon disability. Most estate plans don’t have a system to address changes such as new laws, disability, or death.
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Directions
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1. Add chicken to a large resealable bag. 2. In a small bowl, combine olive oil, 1 tbsp lemon juice, pepper, and Italian seasoning. Pour over chicken and seal. Refrigerate for 30 minutes. 3. Turn a grill to medium-high heat and add the chicken. Discard the marinade. Grill chicken 5–7 minutes per side or until fully cooked. 4. Combine the remaining lemon juice, tomatoes, garlic, and basil. Add salt and pepper, to taste. 5. Before taking the chicken off the grill, top each breast with a slice of mozzarella cheese. Cover and cook 2–3 minutes, then serve topped with the tomato mixture and grated Parmesan cheese.
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You should have already heard about these new webinars. We emailed them to all of our Life Plan Members a few weeks ago. In the email, you’ll find links to the webinar registration pages. To invite your friends, simply forward them the email (you don’t have to attend the webinar yourself!). To learn more about these webinars, check your inbox for the email we sent with the subject line, “Upcoming Educational Webinar Just for Your Friends.” If you didn’t receive the email, call our office and we’ll send you the links.
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