Broker Check
31 Jan
Estate Planning Basics

Description

Understand the basic concepts of estate planning. We go beyond a will and trust and explore how various accounts should be set-up to make sure your wishes are fulfilled. A proper estate will also avoid prolonged fights within a family and provide a smooth transition for the next generation. 

Date and Time

Wed, Jan 31, 2024

11:00a - 12:00p PST

Location

Zoom

PT1H

Event Registration