12
March
Estate Planning Strategies
Description
Estate Planning: Not Just for the Wealthy
• Preserves assets and distributes according to your wishes
• Protects minor children
• Fulfills obligations for continuity of care
• Protects spouse/partner from financial hardship
• Provides financial foundation for heirs
• Financial protection from sickness or medical incapacity
• Helps provide a social legacy through charities
Date and Time
Wed, March 12, 2025
5:00p - 6:00p PST