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Estate planning involves more than creating a set of documents. Join us to learn how legal, tax, and financial considerations can work together to help protect what you've built and prepare for the future.

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Topics We Cover

Your Estate Plan & Your Taxes  

Learn how estate planning decisions can intersect with taxes and why coordinating your legal and financial strategies matters.  

Trusts, Wills & Your Overall Plan 

Understand the role different estate-planning tools can play and how they work together to carry out your wishes.  

Protecting & Transferring Your Assets 

Explore how your home, investments, retirement accounts, and other assets may be handled as part of your estate plan.  

Beneficiary Designations  

Learn why beneficiary designations matter, where they fit into your plan, and why keeping them current is so important.  

Estate & Gift Tax Considerations 

Get a clearer understanding of the tax considerations that may affect how wealth is transferred to the next generation.  

Working With Your Professional Team

See why your attorney, CPA, and other financial professionals can play important — and complementary — roles in your estate plan.  

Make Sure You Get a Seat

Register Now

Meet Your Presenters

Andrea Shoup

Founder & Attorney | Shoup Legal  

  

Andrea K. Shoup is the Founder and Managing Attorney of Shoup Legal and is certified by the California State Bar as a specialist in Estate Planning, Trust and Probate Law. With a career dedicated to helping individuals and families navigate some of life's most important decisions, Andrea brings extensive experience and a personalized approach to every estate plan.

Andrea began her legal career as a Deputy District Attorney with the San Diego District Attorney's Office, where she served as a felony trial attorney. After leaving the District Attorney's Office in 2012, she founded her own law practice and shifted her focus exclusively to estate planning, trust administration, and probate administration.

Today, Andrea is passionate about helping clients understand the legal and practical aspects of protecting their families, preserving their assets, and planning for the future. She takes the time to understand each client's individual concerns and goals so that their estate plan is tailored to their unique circumstances. Through Shoup Legal, Andrea and her team are committed to making the estate-planning process clear, approachable, and meaningful for the families they serve.

  

Michael Klein, CPA  

Founder & CPA | MPK Advisors & CPAs  

Michael Klein founded MPK Advisors & CPAs to innovate and redefine the public perception and value of the “accountant” role by infusing Mission, Purpose, and Knowledge (MPK) into the relationships with his clients. He graduated from the University of California, Berkeley, with a double major in Economics and Political Science.

His professional experience has included work as a financial and tax advisor, auditor, and consultant, giving him a broad understanding of the financial considerations that can impact individuals, families, and organizations. With over 17 years of experience in finance, tax, and advisory services, Michael offers clients a plethora of perspectives in order to make more confident financial decisions.  

  

Craig Milton, CFP, of Edward Jones

Financial Advisor

Craig Milton is a Financial Advisor at Edward Jones with an extensive background in estate planning law, education, and tax preparation. He earned both his bachelor’s degree and Juris Doctor from Arizona State University and spent over a decade as an estate planning attorney, helping individuals and families protect their assets and build lasting legacies.

Craig is passionate about helping individuals, families, professionals, and business owners navigate their financial futures with confidence. He takes a personalized approach to financial planning, focusing on retirement preparation, wealth preservation, education savings, and long-term financial goals. His experience allows him to provide valuable insight as clients navigate different stages of life.

Originally from Phoenix, Arizona, Craig and his wife, Kalei, have called Temecula home since 2021, where they are raising their four children. He enjoys volunteering in the community, participating in local theater, reading, and cheering on his favorite sports teams.  

What You’ll Walk Away With

A Clearer Picture of Your Estate Plan  

Understand how your legal documents fit together and what they are designed to accomplish.  

A Better Understanding of the Tax Side

Learn about tax considerations that can come into play when planning for the transfer of your assets.

Questions to Ask About Your Assets    

Know what to review when it comes to your home, investments, retirement accounts, and beneficiary designations. 

Practical Next Steps  

Leave with a better understanding of what you may want to review with your attorney, CPA, or other financial professionals.  

Call With Questions

(951) 445-4114

Your Estate Plan Is More Than a Set of Documents

  A strong estate plan considers more than what happens on paper. Your assets, taxes, beneficiaries, and legal documents all play a role in carrying out your wishes and protecting the people and things that matter most.

Join Shoup Legal, MPK Advisors & CPAs and Edward Jones for an evening conversation designed to help you better understand how the legal and financial pieces of estate planning fit together.

Whether you're just beginning to think about your estate plan or already have one in place, you'll leave with practical information you can use to take the next step.

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