Live Webinar: Estate Planning & Life Insurance: The Complete Guide
Make Life Insurance a Vital Part of Your Estate Planning Toolkit
In a world where nothing seems certain but death and taxes, life insurance plays an increasingly vital role in Estate Planning.
In this 60-minute, live, no-cost webinar, you’ll gain a better understanding of how life insurance and Trusts can pass money onto your loved one’s tax free after your death as well as provide a source of quick cash to help defray funeral costs, settle your debts and other obligations, and even pay the taxes you still owe. You’ll also get to ask questions of Estate Planning Attorney Andrea Shoup, a certified specialist by the California State bar in Trust and Probate Law.
Discussion Topics Will Include:
- How Trusts and Irrevocable Life Insurance Trusts work
- Ways to ensure your life insurance proceeds can be used to support your children
- How life insurance can help your heirs avoid the need to sell assets to pay estate taxes and other fees
- Life insurance as an investment strategy to pass money tax-free to loved ones
- Critical mistakes to avoid, and much more!
Shoup Legal has years of first-hand experience helping individuals and families navigate the complexities of Estate Planning, Life Insurance, Trusts, and Probate. Having a well-informed, well-structured Estate Plan is vital for protecting yourself, your assets, and your heirs in the event of your death or incapacitation.
Date & Time: 6-17-21 @ 4:30 PM PST
Meet the Presenter:
Andrea Shoup, Esq.
Andrea Shoup is an experienced attorney specializing in Trusts, Wills, Trust Administration, Probate and Business Succession Planning serving California. She is dedicated to providing the highest level of personalized service to her clients and understands this may be an unsure and difficult time. Andrea has been certified by the California State Bar as a specialist in Estate Planning, Trust and Probate Law.
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. While in law school, Andrea served as Editor-in-Chief of the Law Review and was an officer of the Pro-Bono Honors Society.
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 new career. She now focuses exclusively on Estate Planning, Trust Administration, and Probate Administration. 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.
Contact Andrea today to discuss your unique situation.
- Start Date June 17, 2021
- End Date June 17, 2021
- Time 4:30pm - 5:30pm