Tacos, Trusts, and Taking Care of Your Legacy
Event Details You Can't Miss:
May 02, 2024
5:00 pm – 6:30 pm
Discover the Ingredients to Creating a Solid Estate Plan that Protects Your Family, Assets, and Ensures Your Wishes are Honored… No Matter What Happens!
Location:
Mulligans Café & Bar
3500 McCaw Ave
Santa Barbara, CA
SORRY, EVENT REGISTRATION IS FULL!
We Hope to Have You Join Us for Our Next Event!
🌮 Grab Some Tacos on Us & Plan Wisely for the Future 🌮
Ready for a Cinco de Mayo with a twist? Forget searching for four-leaf sombreros; we’re bringing you something far more valuable. Join us for “Tacos and Trusts,” where estate planning gets a fun, fiesta makeover! Let’s turn a topic you might have been avoiding into an empowering and enjoyable experience.
🍹 Free Margarita & Vital Knowledge: A Perfect Pairing 🍹
With a margarita in hand, provided by us, we’ll dive into the essentials of estate planning in a setting that’s as enjoyable as it is informative.
Why This Event Is a Must-Attend:
- Engaging and Interactive: Open discussions in a relaxed environment.
- Irish Themed Refreshments: Enjoy complimentary drinks and tacos with an festive twist
- Empowerment Through Education: Leave with the knowledge and tools to protect your loved ones, no matter what happens
Estate planning might not be your usual pub topic, but we’re changing the game.
Here’s what you’ll learn at our “Tacos and Trust” event:
- How to make sure what you worked hard for goes to the people you love.
- The legal tools every adult needs to protect their assets and wishes if something happens…and how to avoid common mistakes.
Advantages and disadvantages of wills, living trusts and more. - Why you should do everything possible to help your family avoid California Probate when you die.
- How to access the care you want and need as you age, while retaining complete control (and avoid going broke in a nursing home!)
- How to protect an inheritance for kids or grandkids…especially if you have vulnerable beneficiaries, you are in a blended family, or a second marriage.
Meet Your Presenter: Santa Barbara Attorney Julianna Malis
As an experienced estate planning attorney, (and fellow navigator of life’s complexities), Julianna has witnessed the peace of mind that comes with a well-crafted estate plan. She’s here to debunk the myths and clear the fog around estate planning with straightforward, actionable advice.
*📣 RSVP Now: Limited Spots for a Lucky Few 📣
Leave a legacy built on success, peace of mind, and clarity. This event will help you create that recipe for your family.. Secure your spot now and take the first step towards peace of mind. Call 805.946.1550, email or fill out the form below to join us.
