Starting your life together as newlyweds is an exciting time. While you’re building your dreams, it’s essential to ensure you’ve taken steps to protect each other from life’s uncertainties. Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their spouse, assets, and future. This session is designed to help newly married couples plan wisely, offering actionable strategies to safeguard your loved ones, simplify your finances, and ensure peace of mind.
In this session, we’ll cover essential estate planning topics for newlyweds, including:
Learn about financial and medical powers of attorney to ensure your spouse can act on your behalf without court intervention.
See how trusts can streamline asset transfers and protect your privacy while reducing legal complications.
Understand why joint ownership alone may not be enough and how to use better strategies to protect your finances.
Avoid unintended consequences by ensuring your life insurance, retirement accounts, and other assets are up-to-date.
Richard
The speaker was exceptional with her in-depth knowledge of the subject matter, in her presentation and in her explanation of the subject matter. I found the session to be very worthwhile and look forward to attending the next broadcast.
Maria
Toni
Beth
Carolyn
Rania
Without one, your spouse may face unnecessary costs, delays, and uncertainty if something happens to you.
Joint ownership doesn’t cover all scenarios, like incapacity or creditor protection.
Estate planning lets you nominate guardians and create financial safeguards for your children’s future.
Now! Emergencies can happen anytime, and having a plan ensures you’re prepared.
With a rich background that includes serving as an Air Force JAG officer and an Assistant District Attorney, Antoinette’s legal expertise is extensive and diverse. These experiences have sharpened her strategic thinking and work ethic, making her a trusted advisor in estate planning, probate, and guardianship.
Please confirm that you understand the consultation is paid and the fee is $350.