WINES & WILLS: How To Protect Your Assets, Your Wishes, and Your Loved Ones

Enjoy an afternoon of wine and light hors d'oeuvres by joining estate planning attorney Marisa Way of Mason Law & Planning Group, as she walks you through her proven approach to estate planning, with an emphasis on wills.

At this wine & wills, attorney Marisa Way will provide you with actionable information that you will be able to use for your own personal estate planning.

If you own a home, a business, or have any assets, you owe it to yourself, and your family, to get honest facts on proper estate planning.

Many past attendees that already had a simple Will were astonished to learn that they are not as protected as they thought.

Marisa Way's Wine & Wills Workshop will educate you on the legal and practical steps you should take to protect your assets, your wishes, and the people that you love.

Marisa takes a common sense approach to teach you what you need to know without boring you with legalese.

You will learn:

• How to name a guardian for a minor child or grandchild
• How to avoid a long and expensive court process known as probate
• How to make your medical wishes known and ensure they are honored
• How to make sure the money you leave behind would be immediately and privately available to your family
• How to protect your spouse and children’s inheritance from creditors, predators, future divorces, and lawsuits
• How to leave behind more than just money and homes, but pass on a legacy

Marisa is an energetic speaker that will have you clearly understanding what all of these mean and how they affect your estate.

• General Durable Power of Attorney
• Healthcare Power of Attorney
• HIPAA Authorization
• Living Wills
• Wills/Probate
• Living Trusts

This is not a boring classroom setting where most usually struggle to retain the information. Marisa uses real-life cases and examples of some of the hundreds of families he helps each year. All attendees will be able to relate to the subject matter presented.

Attorney Marisa Way's Wine & Wills Workshop is ideal for any adult to attend, whether you’re married, single, elderly, wealthy, disabled, parents, or grandparents. We even suggest you bring your adult heirs.

If you are married, we recommend that you both attend as he’ll be covering information that will pertain to both of you.

FAQs

How long is Marisa's Estate Planning Workshop?

This workshop usually runs 60-90 minutes and is presented during wine and hors d'oeuvres!

Does this cost me anything to attend?

No, this event is completely free for you to attend! Plus, for each guest who joins us, $5 will be donated to the Alzheimer’s Association, making your participation even more meaningful.

What if I already have an estate plan?

Many people who attend our workshops already have some type of estate planning in place. They use the workshop as an opportunity to re-evaluate their choices, or to feel more confident that their existing plan will fully protect them.

Reviews

"I went to Paul's workshop, and I was blown away how much information he covered. When my wife signed us up, I figured I would be bored to death. He is a great speaker. Providing dinner was a big bonus too."

A.J., Monument, CO

"This was surprisingly informative. We walked away understanding more of what we need to do to care for our son with special needs, as well as the rest of our loved ones."

Todd & Anne, Colorado Springs, CO

"I am a 45-year-old business owner with 2 kids and have known for years that I was supposed to be getting my estate in order. This dinner workshop got me off my butt, and now I have a general understanding of what my next steps are. Thanks."

Karen, Colorado Springs, CO

"I learned so much! My financial advisor told me I should attend Paul's dinner talk. I am really glad I did. Paul made an unpleasant subject easier!"

Ross, Colorado Springs, CO

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