Coming from a family of entrepreneurs and small business owners, Josh knows the importance of looking at the big picture and towards the future. He has also seen firsthand what can happen to a family when their estate is not properly planned and the people are not adequately protected. Since law school, he has spent nearly a decade advising individuals and businesses, from sole proprietors to Fortune 500 companies, in their day-to-day activities, litigation, and legacy planning. He strives for each of his clients to have an individualized legacy plan in place that makes sense for them, and accurately reflects their wishes, to help prevent problems before they arise.
Josh graduated cum laude from Loyola Law School – Los Angeles as a member of the Order of the Coif, where he was ranked in the top 10% of his graduating class. While in law school he received the highest mark amongst his peers in seven courses and was on the Dean’s Honor List.
In partnership with ELCA Foundation, Certified Fund Raising Executive Lisa Higginbotham is honored to be a resource for Lutheran Social Services of Southern California. Prior to working with ELCA and LSSSC, Lisa successfully worked in the financial services industry for 25 years, including her own professional practice as a financial advisor, specializing in retirement and legacy planning. In her current role, Lisa works directly with donors to ensure the generosity of their hearts is reflected and represented effectively in their legacy giving plans. Lisa hopes to use her experience and talent create stainability and ministry funding for the church and charities of which her donors care. Lisa’s passions are family centered, dedicating her personal time to her husband, children and church. When not facilitating generosity you can find her raising monarch butterflies and vegetables in her local community garden.
Each session is from 1:00 PM – 2:00 PM
- Advanced Healthcare Directives in the wake of a COVID Pandemic
- An Advanced Healthcare Directive is extremely important. But, while the title of the document seems complex, the content is straightforward. Simply, this document has instructions about your medical care for when you are unable to make those decisions yourself, which includes giving power to certain individuals to make healthcare decisions for you if you cannot. Rarely, if ever, have such instructions been so vital as they are now. Attend our workshop to better understand how an Advanced Healthcare Directive matters in 2020 and beyond.
- I’ve Got the Power! – Selecting a Power of Attorney and What it Means
- A power of attorney names someone to act on your behalf, and is an important part of any estate plan. A power of attorney is essential because you need someone to be able to make decisions on your behalf if you become incapacitated. However, there is not a one-size-fits-all approach that will work for everyone, and a power of attorney has its limits. Attend our workshop for vital information on understanding powers of attorney, and how to maximize their benefits.
- Wills, Trusts and Probate…Oh My! – What they mean and why you need them
- Probate is often thought of as a bad word but, what is probate, and why should it be avoided? Because you have worked hard for, and spent a lot of time to accumulate, your assets. Rather than have your estate administered through court in a costly and time-consuming process, planning your estate can help avoid that process. Attend our workshop to hear more about the probate process and methods to avoid probate through comprehensive estate planning.
- Love is Eternal, Community Property may be Another Story – How Your Property is Divided
- In a community property state such as California, assets are classified for planning purposes depending on a variety of factors. If you are married, then whether property is community property, or separate property of only one spouse, can affect how that property is divided at death. With careful estate planning and advising tailored to your specific situation you can get a better hold on what exactly each property distinction means for you, and the beneficiaries of your estate.
- You’re Set…What’s Next? – Creating a Legacy Plan for the Next Generation
- A good estate plan accounts for not only what happens at the end of life, but also how survivors are cared for, and the anticipated needs of the next generation. Developing a clear plan to pass on your legacy involves holistic planning and an understanding of not only your assets, but how to pass along those assets to achieve your goals. Attend our workshop for a discussion on comprehensive legacy planning, and what you can do right now to start that planning.
Legacy Plan Options
Each topic will have a legacy gift planning component that will help attendees navigate options to create a gift plan that benefits the ministries that mean the most to them and maximizes financial and estate-planning goals. Regional Gift Planner Lisa Higginbotham will offer expertise and guidance for those exploring their options for endowment investing and planning for the future.
To register for one or more of these valuable estate planning sessions please use the form below. You are welcome to register for any series topic. Each of these sessions will be virtual. A Zoom link will be posted and sent out in advance of each session.