Wine & Wills

During this educational workshop, you will gain a clear, practical understanding of how a well-designed estate plan protects you, your family, your business, and everything you have worked hard to build.

• What Estate Planning Really IsWhy planning is more than documents — it is a comprehensive strategy to protect loved ones, keep you in control, and minimize stress, conflict, and cost.
• Core Documents Every Plan Should IncludeRevocable Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives, HIPAA authorizations, and more.
• Wills, Probate, and How They Work in CaliforniaWhat a will actually does, how probate works, how long it takes, and why it is expensive, public, and avoidable.
• Why a Will Alone May Not Be EnoughDrawbacks of relying solely on a will — especially for homeowners, blended families, and privacy-minded clients.
• Benefits of a Revocable Living TrustHow trusts avoid probate, keep affairs private, protect beneficiaries, and maintain continuity if you become incapacitated.
• Protecting Your Loved OnesStrategies to shield beneficiaries from divorce, creditors, lawsuits, and poor financial decisions while supporting generational wealth.
• Kids Protection Plan®How to make sure minor children are cared for by the people you choose, in the way you want, without court delays or unwanted guardians.
• Protecting Your PetsPet caregiver nominations, financial provisions, and Pet Trust options that guarantee long-term safety and well-being.
• Planning for Small Business OwnersProtecting business assets, ensuring continuity, avoiding operational disruption, and handling succession.
• Community Property vs. Separate Property in CaliforniaHow proper asset characterization impacts inheritance, taxes, and distributions — especially for blended families.
• Powers of Attorney & Health Care DirectivesWho steps in if you cannot make decisions, what authority they have, and how to ensure your wishes are honored.
• Estate TaxesAn overview of the current federal and California landscape plus strategies to reduce or avoid estate taxes across generations.
• Trust FundingHow to title assets and update beneficiary designations so the plan actually works when your family needs it.
• How Our Planning Process WorksWhat DeCosimo Law's Life & Legacy Planning experience looks like and how it differs from traditional, document-only law firms.

During this educational workshop, you will gain a clear, practical understanding of how a well-designed estate plan protects you, your family, your business, and everything you have worked hard to build.

• What Estate Planning Really IsWhy planning is more than documents — it is a comprehensive strategy to protect loved ones, keep you in control, and minimize stress, conflict, and cost.
• Core Documents Every Plan Should IncludeRevocable Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives, HIPAA authorizations, and more.
• Wills, Probate, and How They Work in CaliforniaWhat a will actually does, how probate works, how long it takes, and why it is expensive, public, and avoidable.
• Why a Will Alone May Not Be EnoughDrawbacks of relying solely on a will — especially for homeowners, blended families, and privacy-minded clients.
• Benefits of a Revocable Living TrustHow trusts avoid probate, keep affairs private, protect beneficiaries, and maintain continuity if you become incapacitated.
• Protecting Your Loved OnesStrategies to shield beneficiaries from divorce, creditors, lawsuits, and poor financial decisions while supporting generational wealth.
• Kids Protection Plan®How to make sure minor children are cared for by the people you choose, in the way you want, without court delays or unwanted guardians.
• Protecting Your PetsPet caregiver nominations, financial provisions, and Pet Trust options that guarantee long-term safety and well-being.
• Planning for Small Business OwnersProtecting business assets, ensuring continuity, avoiding operational disruption, and handling succession.
• Community Property vs. Separate Property in CaliforniaHow proper asset characterization impacts inheritance, taxes, and distributions — especially for blended families.
• Powers of Attorney & Health Care DirectivesWho steps in if you cannot make decisions, what authority they have, and how to ensure your wishes are honored.
• Estate TaxesAn overview of the current federal and California landscape plus strategies to reduce or avoid estate taxes across generations.
• Trust FundingHow to title assets and update beneficiary designations so the plan actually works when your family needs it.
• How Our Planning Process WorksWhat DeCosimo Law's Life & Legacy Planning experience looks like and how it differs from traditional, document-only law firms.