Presented By . . .
Aisha Williams, Esq.
Your California Personal Family Lawyer®
Call Us:  619 354-0770

Presented By . . .
Luke Jacobson, CFA
Wealth Management & Investment Advisor
Call Us:  619 641-3603


Wealth, Wills, & Trusts: Protect Yourself From Economic Uncertainty

Thursday, May 18, 6:00PM

Your privacy is important. We will not share, rent, or sell your information.

Starts In:

FREE BONUS:  Wear Clean Underwear!: A Fast, Fun, Friendly and Essential Guide to Legal Planning for Busy Parents” eBook sent when you register

MAY 18, 2023

Thursday at 6PM


We’ll answer them in this LIVE & INTERACTIVE webinar!

What You'll Learn In This Free Web Event

Join Estate Planning Attorney Aisha Williams, Esq. and Wealth Management Advisor Luke Jacobson, CFA in a discussion on:

    • How to determine the right asset allocation for your investment portfolio.
    • The necessary elements of an estate plan, and how to avoid the common mistakes many people make.
    • The current state of capital markets and the trends that are developing.
    • How often an estate plan should be updated.
    • Which asset classes to consider based on market conditions.
    • What you can do to make sure your kids are raised by the people you choose, in the way you choose.
    • How to ensure your assets don’t end up in messy probate or lost to the Department of Unclaimed Property.
    • What effective planning costs (vs what bad or no planning will cost), and more!

What People Are Saying

“They are extremely thorough and set several zoom calls to walk me through every detail of setting up my Trust. Can’t recommend enough!”

— M.S.

“They are kind and giving with the information they provide and I look forward to a continued relationship with them! Do yourself and your family a favor and call them today!”

— J.G.

“It is so incredibly important to pick the right attorney for something as important as setting up a trust or estate plan. She and her team are exceptionally skilled and the level of personal care is why I keep recommending them. Truly the best!”

— F.B.

Questions Answered

You’d be surprised how many people want to ask the same questions, but don’t feel comfortable doing so. This presentation will take that the stress out of it by addressing them!

We Focus On You

Our firms use proven systems to uncover what’s important to you. Then, we put your intentions into action for you so your assets are properly allocated, and you and your family have essential legal protections in place.

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Get informed on how to grow and protect your assets, and keep loved ones and yourself out of court and conflict.