Developing a Plan to Protect Individuals, Families, and Businesses.


Available Information Seminar Topics
If you would like Lisa D. Tandoc to provide an informational seminar about any of the following topics to your friends, family, colleagues, or employees, please contact us with your request and list the topic you would like.  If your desired topic is not listed, feel free to ask for it in your request.

Basics of Estate Planning 
This seminar goes over the basic estate planning tools to see how each performs its unique function to protect you and your family.  Learn the answers to the common questions:

  • What is the difference between a will and a living trust?
  • What is probate?  Do I need to avoid it?
  • How can estate planning protect me and my family?

Estate Planning for the Blended Family 
According to the U.S. Consensus, blended families now outnumber "nuclear" families.  Blended families consist of single parents, remarriages, domestic partners, and step-families.  A cookie-cutter plan can lead to inadvertent consequences, such as leaving out children from a previous marriage.  Discover how developing a customized estate plan is essential to effectively protect your blended family. 

Common Ways of Holding Title 
When purchasing or acquiring property, you have several choices as to how you are going to hold title to that property.  Blindly picking one form over the other can lead to undesired results.  Adding beneficiaries as co-owners can also lead to adverse consequences.  Discover the differences and effects between holding title as co-tenants, joint tenants, community property, separate property and in a living trust. 

Planning for Kids with Special Needs 
Lisa Tandoc will be conducting an informational seminar with a financial advisor regarding financial and estate planning for children with special needs.  We will go provide information to ensure the lifestyle and care for children with special needs are maintained.  Sometimes qualifying for governmental programs is necessary and requires customized planning so that the children will not be disqualified from receiving those benefits.  We will go over general  financial and legal strategies to provide the families their options to protect their children.

Business Succession Planning 
88% of current family business owners believe the same family members will continue the family business.  However, only about 30% of family owned businesses survive into the second generation, and only 12% survive the third generation.  The business owner must take many factors into account when creating a business succession plan.  Factors to be considered are whether the business could survive the business owner, whether the surviving spouse or children are involved in the business operation and would want to take it over, and whether the business could be properly valued for potential sale to a third party or even other partners or employees of the business.  The business owner’s business succession plan should coincide with their estate plan in order to effectively leave a smooth and equitable transition of their business interests.


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The information displayed on this webpage is for informational purposes only and is not meant as legal advice.  
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