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Armstrong, Fisch & Tutoli

Attorneys At Law

858-453-0626
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ARMSTRONG, FISCH & TUTOLI

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We are Now offering our popular wills, trusts, and probate planning seminar online.

Join us from the comfort of your couch!

Learn how to protect your
family home & nest egg

Coming Soon!

We will also cover the topics of

Wills, Trusts & Nursing Home Asset Protection Discover How to Protect Your Assets and Provide for Your Loved Ones

Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join attorney Stephanie Lord for a special ONLINE 90-minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.

Who Should Attend This Webinar?

If you don’t currently have a plan in place to protect your family and assets… or if it’s been at least three years since you’ve last looked at your old estate plan.

On this webinar you will learn:

  •  The advantages and disadvantages of both wills and trusts.
  • How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
  • All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
  • If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
  •   Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
  • How to qualify and use Medicaid to pay for nursing home expenses which can average <$0,000> monthly.
  • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).

REGISTER NOW!

Yes! Send me the instructions on how to join this 1 hour estate planning webinar!

You will be sent a custom Zoom link to join our webinar. If you have family or friends who would also like to watch, please complete individual registration forms.

Attorney Stephanie Lord

Attorney Stephanie Lord

As an attorney in San Diego, Stephanie A. Lord provides extensive estate and tax planning services to individuals. Ms. Lord’s primary focus is protecting families from the devastating legal effects of disability and death, as well as ensuring the smooth transition of assets from one generation to the next while maintaining the family legacy throughout the trust administration process. 

We look forward to seeing you!
Be sure to participate with your spouse, and feel free to invite a friend.

Armstrong, Fisch & Tutoli, Attorneys at Law

Armstrong, Fisch & Tutoli, Attorneys at Law

WHERE WE ARE

Armstrong, Fisch & Tutoli, Attorneys at Law
6050 Santo Road, Suite 240,
San Diego, CA 92124
Phone: 858-453-0626

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
FridayClosed

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