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Free Estate Planning Education Series

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340 E Clark Ave

340 East Clark Avenue

Orcutt, CA 93455

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OCT 24 - 10AM & 2PM -or- OCT 25 - 10AM & 6PM

This is an RSVP only event as space is limited. You can also call our office to reserve your spot - (805) 937-4556. We will be serving light refreshments. ________________________________________________________________________________________

If you have not set up an estate plan, the State of California has set one up for you, it’s called Probate and it is very expensive, totally public and a huge hassle! The good news – you can avoid Probate if you set up a living trust. If you own a home or have over $150,000 in other assets, you likely need a living trust. By attending this seminar, you will learn:

- How to avoid having your family forced into court if you (or your parents) die

- How to avoid having your family forced into court if you (or your parents) become disabled

- Why existing living trusts may need to be revised in light of recent estate tax law changes

- How to protect your heirs from divorce, lawsuits and financial predators

- How to protect a spendthrift heir from squandering their inheritance

- How to pass on the tax benefits of your IRAs and other retirement accounts to your heirs when you die

- How to protect you and your family from being wiped out by nursing home bills

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Date and Time

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340 E Clark Ave

340 East Clark Avenue

Orcutt, CA 93455

View Map

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