Estate Planning Awareness Week

You've Unlocked Our Free On-Demand Estate Planning Essentials Webinar!

Join us to discover how to properly create, or update, your estate plan so that your unique wishes are honored and your family is protected when you’re gone.

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What You Will Learn In This Webinar…


Estate Planning Essentials

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  • Understand the basic elements of estate planning including: Wills, Trusts, Powers of Attorney, and Health Care Directives.
  • Ensure that your assets are distributed according to your wishes, avoid probate, minimize estate taxes, and ensure your assets are sheltered from taxes.
  • Learn how to properly create, or update, your estate plan so that your unique wishes are honored and your family is protected when you’re gone.
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Who Should Attend This Webinar?

Our presentation was created to help people in these common situations…

Homeowners

Regardless of the size of your estate, if you own a home you need to take the proper steps to protect it.

Business Owners

What will happen to your business upon your death or if you become disabled? Is there a succession plan in place?

Married Couples

Having the proper Estate Plan in place makes life much easier in the event of the death of a spouse.

Parents

Regardless of your age or the age of your children, an Estate Plan assures that your children’s needs will be addressed if you die or become incapacitated.

In or Near Retirement

As you enter in to your “golden years”, it is critical to address issues such as Beneficiaries, Medical Directives, and Powers of Attorney.

Blended Families

When issues such as divorce and children from prior marriages are present, special care must be taken to avoid unintended disinheritance.

See what previous attendees have to say about working with us...

Meet Our Presenter…

Andrea K. Shoup

Estate Planning, Trust Administration, Probate, and Business Succession Planning Attorney

Andrea K. Shoup is an experienced attorney dedicated to providing the highest level of personalized service to her clients and understands this may be an unsure and difficult time. She founded Shoup Legal, a boutique law firm, on the idea that visiting an attorney’s office should be a pleasant experience, not an uncomfortable one.

Andrea grew up on the California Central Coast, in San Luis Obispo County. In 2002, she earned her Bachelors of Science Degree in Business Administration from Cal Poly San Luis Obispo. Andrea decided to pursue a law degree and graduated Magna Cum Laude from California Western School of Law in 2006.

Following law school, Andrea worked as a Deputy District Attorney for the San Diego District Attorney’s Office. As a felony trial attorney, Andrea was dedicated to ensuring justice was served in every case.

After leaving the District Attorney’s Office in 2012, she opened her own law practice and pursued a career in Estate Planning. She now focuses exclusively on Estate Planning, Trust Administration, Probate Administration, and Business Succession Planning. Andrea works diligently and attentively to ensure every case and situation is handled effectively and appropriately.

Andrea enjoys getting to know each client, their concerns, and their wishes in order to tailor a plan to best serve their needs. She takes pride in providing excellent and individualized attention to each client, helping them understand every step of the process.

Andrea lives in Murrieta, California with her husband and their four children.

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You understand that this presentation is for educational purposes only and is not personal legal or tax advice. You further understand that nothing said in this presentation should be considered individualized legal, financial, tax, or any other kind of professional advice. You will exercise your own good judgment and/or seek independent professional advice before relying or acting upon any information Shoup Legal, A Professional Law Corporation provides. Furthermore, you understand that Shoup Legal, A Professional Law Corporation, nor any of its attorneys, represent you in anyway and that no client relationship has been established between yourself and the presenters.

Please complete the form below to register for our in-person workshop. Space is limited, so please include how many will be in attendance.