Financial Education

06/01/2026

💼 “High-income families are making one estate planning mistake that costs them hundreds of thousands.”

We heard this twice this past weekend.
Both families owned over $2 million in real estate.
And both were unknowingly exposed to major financial risk.

One situation stood out:
👉 A property co-owned with a spouse who is a foreign citizen without a green card

If something unexpected happens, here’s what could follow:
• Probate costs of 4%–18%
• Up to 40% estate tax exposure (with only a $60,000 exemption)
• Delays, legal complications, and stress for loved ones

🚨 This is not rare. We’re seeing this more often than people think.
And the hardest part?
Most families don’t realize the risk…
until it’s too late to fix it.

👉 The biggest risk isn’t bad investing.
👉 It’s not having the right structure in place.
Because building wealth is only half the job.
Protecting it—and passing it efficiently—is what truly matters.

🎯 That’s exactly why we’re hosting this session.
✨ LIVE WEBINAR: Advanced Estate & Financial Planning
We’ll break down:
✅ What actually happens to your assets at death
✅ Common mistakes that trigger unnecessary taxes
✅ Planning strategies many families miss
✅ How to better protect your wealth and your family

🗓 Sunday, June 7
⏰ 4:00 – 6:00 PM (PDT)
📍 Live online

⚠️ If you own property, have over $500K+ in assets, or have a non-citizen spouse—this is especially relevant.

📩 We’re keeping this session small and focused.
Comment “INVITE” or message us and we’ll send you the link.

✅ Educational only. No individualized advice provided.

Welcome! You are invited to join a webinar: Financial Planning-Estate Planning WS . After registering, you will receive a confirmation email about joining the webinar.

01/01/2026

Wishing you a bright and prosperous New Year filled with clarity, confidence, and progress toward your goals. Let's make 2026 a great year.