Upcoming Events
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COVID-19 Relief Workshop for Business Owners
The Value of a Buy-Sell Plan: How to Design and Fund It Topics Include: An effective way for business owners to protect their interest in the event of a death,…
Estate Planning Webinar
Estate Planning Webinar Joint Presentation with Always Best Care Senior Services Andrea Shoup will educate attendees on estate planning, advanced medical directives, power of attorney issues, probate, MediCal planning, VA…
Senior Services Webinar
Senior Services Webinar Joint Presentation with Always Best Care Senior Services Shoup Legal is hosting a webinar via Zoom on Tuesday, October 13 at 5:30pm with our friend and Senior…
Live Webinar: How to Protect Your Legacy and Avoid a Family Meltdown
Registration link: https://us02web.zoom.us/webinar/register/WN_oF2S97FQQ2-Hi8aREgxLwg We are all concerned about what is going to happen upon our passing or incapacitation. Typically, our biggest concerns involve: 1. Protecting what we have worked so…
Webinar: How Are Your Property Taxes Being Impacted?
Proposition 19 (Prop 19) recently passed in California and contains two major changes in California property tax assessments that could impact your estate planning. To ensure that your estate plan…
LIVE Webinar:
The Business Owner’s Guide to Incorporating
Have you ever wondered when is it the right time to incorporate? You are not alone! Many business owners are wondering the same thing. Whether you own an existing business,…
LIVE Webinar:
Prop 19 – How CPAs and Financial Advisors Can Help their Clients
The recent passage of Proposition 19 promises to dramatically change property tax rules for Californians. Effective February 16, 2021, new rules for family transfer of real estate will significantly impact…
LIVE Webinar: Estate Planning Basics
Do You have Questions about Estate Planning and the Process You Should Follow to Preserve Your Legacy? If so, this is the webinar for you. We know first-hand how complex…
LIVE Webinar: Estate Planning – Beyond the Basics
Want an in-depth look at Estate Planning for your unique family situation? Do you own property, need special planning or own a business? Our experts are hosting a no-cost, live…
LIVE Webinar
Major Tax Changes Are Likely: Are You Prepared?
Major Tax Changes Are Likely: Are You Prepared? With a new administration now in power in Washington DC, taxpayers can anticipate major changes to tax laws and regulations. While we…
Major Tax Changes Are Likely: Are Your Clients Prepared?
Major Tax Changes Are Likely: Are Your Clients Prepared? Are you a Business or Financial Advisor who has clients that own small businesses? This is the webinar for you! With…
LIVE Webinar: What Advisors Need To Know About Estate Planning To Protect Their Clients
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a well-informed…
LIVE Webinar: Estate Planning Basics
Do You have Questions about Estate Planning and the Process You Should Follow to Preserve Your Legacy? If so, this is the webinar for you. We know first-hand how complex…
Live Webinar – Prop 19 Masterclass: Everything You Need to Know to Protect Your Clients
Are you a financial advisor, real estate agent, or broker? Do you advise clients who own real property in California? If so, you most likely already know what happened on…
How To Prepare Your Client’s Small Business for Sale or Ownership Change
Are you a small business or financial advisor? Do you have clients who are planning to sell their small businesses, retire, and/or transition their companies to their children or others?…
Live Webinar: Protect Your Legacy – Learn the Basics of Estate Planning
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
Live Webinar: Protect Your Legacy – Learn the Basics of Estate Planning
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
Live Webinar: Protect Your Legacy – Learn the Basics of Estate Planning
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
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…
LIVE Webinar: What Advisors Need To Know About Estate Planning To Protect Their Clients
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a…
Live Webinar: Estate Planning Basics
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…
LIVE Workshop at the Temecula Chamber of Commerce: Business Planning Essentials for 2022
Do you have a proper business plan in place to ensure that your business is growing predictably and consistently? There are 6 key parts of every business regardless of industry…
LIVE Workshop: How to Put More Money into Your Pocket
Are you a small business owner? Did you pay too much in taxes this year? If so, this is the workshop for you and NOW is the time to plan…
LIVE Workshop at the Temecula Library: Estate Planning Basics
A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…
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