FREE EVENT:
Plant the Seeds of Peace of Mind:
From Planning to Protection
Discover the Ingredients to Creating a Solid Estate Plan that Protects Your Family, Assets, and Ensures Your Wishes are Honored… No Matter What Happens!
Event Details You Can’t Miss:
đź“… April 8th
đź•• 5:30 PM – Happy Hour
đź“Ť Brass Bear Uptown
Spring cleaning isn’t just for your home—now that tax season has you organized, it’s the perfect time to tackle one of life’s most important tasks: ensuring your family and assets are protected. Join us at “Plant the Seeds of Peace of Mind,” where Santa Barbara attorney Julianna Malis will guide you through the crucial steps to create or update your estate plan.
- Snack and Learn: Enjoy complimentary appetizers while you learn valuable strategies to protect your legacy.
- Interactive & Relaxed Setting: Ask questions, share concerns, and get clarity on estate planning in a comfortable environment without legal jargon or pressure.
- Empower Yourself with Knowledge: Walk away feeling confident, knowing you have the right tools to protect everything you’ve worked so hard to build.
What You’ll Learn
1. The Key Documents Every Adult Needs
Discover the legal tools that protect your assets, your loved ones, and your wishes if the unexpected occurs. Learn which documents are absolute must-haves and which ones could leave dangerous gaps in your protection.
2. How to Avoid California Probate
Learn why probate can drain your estate of thousands in unnecessary fees and delay inheritances for months or even years—and how to sidestep it entirely with proper planning.
3. Wills vs. Living Trusts
Uncover the advantages and potential pitfalls of each, so you can choose what’s right for your unique situation. We’ll bust common myths and show you why one solution doesn’t fit all families.
4. Protecting Inheritances for Loved Ones
Discover proven strategies for blended families, second marriages, special needs beneficiaries, and how to protect heirs from creditors, divorce, and poor financial decisions.
5. Long-Term Care Planning
Ensure you have the resources and options for care without losing control or going broke in a nursing home. Learn about often-overlooked planning tools that can protect your hard-earned assets.
6. Practical Steps for Peace of Mind
Walk away with immediate actions you can take to safeguard your legacy and keep your wishes on track—including what you can do yourself and when professional guidance is critical.
Meet Your Presenter: Santa Barbara Attorney Julianna Malis
Julianna has dedicated her practice to helping families secure their futures with proactive and compassionate estate planning. Having guided countless clients through the complexities of wills, trusts, and elder care, she’s here to demystify the process and empower you to take control of your family’s future. Julianna’s straightforward, jargon-free approach makes complex legal concepts accessible to everyone.
Secure Your Seat—Limited Spots Available!
Don’t leave your future to chance. Take this step now to gain clarity, confidence, and control over your estate planning.
- Call (805) 946-1550 OR
- Fill Out the Form Below to RSVP
P.S. This is more than just a seminar—think of it as a springtime refresh for your future. While others are organizing closets, you’ll be organizing something far more valuable: your legacy. Grab a bite, learn how to shield what matters most, and leave with the peace of mind you deserve. We look forward to seeing you on April 8 at 5:30 PM!
