Estate Planning for Generation X Y Z: Webinar 1/8/20 at 10:30 a.m.

Webinar: Estate Planning for Generation X, Y & Z 

Presented by Schlau Rogers, Mater Dei Class of 2004

Joshua Rogers and Matthew Schlau 

 

Thanks to all who attended this webinar on January 8, 2020. 

 

Webinar Resources:

 

Recording

 

Slides

 

Article: A Do-It Yourself Estate Plan? You Deserve Better

A helpful article that elaborates on why do it yourself legal sites might not be your best option.

 

About this Workshop

Estate planning (wills and trusts) isn’t just for the old, wealthy, and those with property. Even if you’re flat broke (mortgage, student loans, etc), you still need a plan – especially if you have a child or children under the age of 18. 

 

In this workshop presented by Schlau Rogers, an alumni attorney firm, you will learn about how to craft a plan to protect your children especially in the area of emergencies, guardianship, and money management should something happen to you and your spouse. You will also explore the issues and your planning options while discussing potential consequences for making the wrong kind of plan.

 

This quick "POWER HOUR" will provide you great insight into the estate planning process and what you will need to do next. 

 

Questions or More Information

Allison Bergeron '96, Director of Estate & Alumni Giving

(714) 850-9532

 

Kathleen Kelly '94, Director of Alumni Giving & Relations 

(714) 850-9536