Beyond the Documents: Understanding Estate Planning Essentials Workshop

Beyond the Documents: Understanding Estate Planning Essentials Workshop

Join us for a free informational Estate Planning workshop at the La Jolla Riford Library. This workshop is designed to educate you with knowledge about estate planning. Whether you're new to estate planning or looking to refine your existing plan, this event is tailored to provide valuable insights. We look forward to seeing you there!

What We Will Cover:

Understand the Critical Role of Estate Planning: Learn how estate planning fits into comprehensive financial planning.

Core Documents: Explore essential documents like wills, trusts, and powers of attorney.

Asset Management and Distribution: Discover strategies to manage and distribute assets efficiently.

Avoiding Probate: Learn how to avoid probate through effective planning.

Family Future Safeguarding: Ensure your family's future and incorporate your personal values into your estate plan.

Blended Family Planning: Understand the intricacies involved in planning for blended families.

Minimizing Estate Taxes: Utilize strategic planning and tax-efficient vehicles to minimize estate taxes.

Disclosures: This event is only for educational purposes. We are not licensed attorneys and do not provide legal advice. The information provided at the workshop does not constitute a recommendation and does not consider your situation or needs.

The event is free, no products or investments will be promoted or sold. However, we offer attendees a complimentary consultation for financial planning and wealth management services if they are interested after the event.

The workshop is being hosted and presented by Co-Founders of TARA Wealth, LLC. TARA Wealth, LLC is a Registered Investment Adviser in California and North Carolina.

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