Join Elaine, Scott & Linda for this exclusive Estate Planning Seminar with Guest Speaker, Attorney Kelly McHaffie.
We will answer common questions that include:
- How do I specify the health care at the end of life for myself or my parents?
- How does the Estate Tax work?
- What is probate and how does it work?
- How should I select beneficiaries for my accounts?
- For my 401k, is it better to list my kids or my trust as the beneficiaries?
- How does a beneficiary IRA work?
- What is the difference between a will and a trust?
- How do I get a living trust?
RSVP to Arielle at firstname.lastname@example.org or 408-963-2889.
Date and Time
Thu, May 09, 2019
6:00p - 8:00p PST