Do You have Questions about Estate Planning
and the Process You Should Follow to Preserve Your Legacy?
If so, this is the workshop for you.
This is a live, in-person workshop:
Wednesday, September 28, 2022 from 6:30pm-7:30pm
Temecula Public Library
30600 Pauba Road
Temecula, CA 92592
You only need to attend one workshop. The material covered is the same at all sessions.
Topics to be discussed include:
Why you want to avoid Probate
Powers of Attorney (Medical and Financial)
Advanced Medical Directives
At-Home Estate Plans
Listen to what previous attendees have to say about our workshop:
Who Should Attend This LIVE Workshop?
Our presentation was created to help people in these common situations…
Regardless of the size of your estate, if you own a home you need to take the proper steps to protect it.
What will happen to your business upon your death or if you become disabled? Is there a succession plan in place?
Having the proper Estate Plan in place makes life much easier in the event of the death of a spouse.
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.
When issues such as divorce and children from prior marriages are present, special care must be taken to avoid unintended disinheritance.
What’s In It for You?
We will discuss some of the more common Estate Planning mistakes that people make such as…
Not Having an Estate Plan
This is by far the most common mistake people make and it can be quite costly for their heirs.
Not Planning for Disability
We never know what lies in store for the future. All you can do is be prepared.
Not Properly Funding Your Trust
This is a mistake that most people never consider, yet it can be a significant problem.
Not Updating an Estate Plan
If you already have an Estate Plan, do you keep it updated as life situations change?
Too many families fail to realize that their Estate Plan is inadequate… until it’s too late!
DIY Estate Planning
Do-it-yourself Wills often lack perspective and foresight and do not anticipate problematic situations.
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.