Brunch & Bequests

an estate planning and legacy party

You’re cordially invited to join us for a party like no other. Brunch & Bequests is an event where you will learn about estate planning and how it can help you create generational wealth for you and your family. Most notably is that you will leave the party with peace of mind knowing that your estate plan is in place.

$299.00

Attendees Will Receive:

  • Last Will & Testament

    A last will and testament is a legal document that outlines your wishes for asset distribution and guardianship (of minors) after death. It formalizes intent, ensuring personal and financial affairs are managed according to your desires. and is a critical step in securing your legacy and supporting loved ones.

  • Transfer on Death Instrument

    A transfer on death instrument (also known as a “TODI”) is a legal document that allows you to transfer ownership of your real estate at death without the need of probate.

  • Power of Attorney for Health

    A power of attorney (POA) for health is a legal document that allows you to authorize a person to act on your behalf regarding your health and medical needs and issues.

  • Power of Attorney for Finances

    A power of attorney (POA) for finances (also called a durable power of attorney) is a legal document that allows you to authorize a person to act on your behalf regarding your financial, business and real estate matters.

  • Attorney Consultation

    You will have the opportunity to consult with our lead attorney regarding your estate plan.

  • Brunch

    Your attendance will include an elegant champagne brunch.

$299.00

Interested in Hosting a Private Party?

Would you prefer to have a private estate planning party? If so, we are happy to accommodate. Gather your family, your group of friends or your co-workers and have a private estate and legacy party!

Our team has experience in hosting events for sororities, social clubs, salons, churches and homeowner associations. We can also provide options for venue and catering.

Contact us today to discuss details!

✺ Frequently Asked Questions ✺

  • As an attendee, you will learn what makes a good estate plan. You will also learn the pros and cons of the key estate planning documents. You will have the opportunity to execute your personal last will and testament, beneficiary deed and powers of attorney for healthcare and for finances.

  • If you have assets, then you should have an estate plan. You should have a will to direct your personal property (i.e. bank accounts, cars, arts and other possessions) to your intended beneficiaries. You should also have powers of attorney in place so that your assets may be managed and maintained in the event of your incapacity and so that your healthcare decisions are clearly defined.

  • A quitclaim deed is not a proper form of estate planning. Quitclaim deeds do not account for liabilities that arise from capital gains taxes, federal mortgage regulation, bankruptcy or divorce. A quitclaim deed does not allow a grantor to provide contingencies in the event that the intended beneficiary is deceased or otherwise unavailable, which may result in the estate having to be probated in court.

  • You may establish an estate plan, even if you have a mortgage. Mortgages generally allow borrowers to name beneficiaries on real property but not to change ownership.

  • Without an estate plan, it is very likely that your loved ones will be required to file a probate lawsuit in court so that they can obtain legal authority to manage your assets. Creating an estate plan allows YOU to give the requisite legal authority that your loved ones will need; thus eliminating the need for judicial intervention.

  • The ideal attendees of Brunch & Bequests have simple estates (i.e. a single parcel of real estate and a few bank accounts). Individuals with more complex assets should consider having a consultation with our office so that we may design a suitable estate plan. Click here to schedule your consultation now.