Cardiff Estate Planning 101- Cardiff-by-the-Sea Library
Come join us for our first estate planning workshop of 2017 in Cardiff-by-the-Sea. During this presentation we will cover:
- 10 Estate Planning Mistakes (and how to avoid them)
- What is estate planning?
- Who needs estate planning?
- What is Probate and why should it be avoided?
- Q&A at the end of the event to answer any specific estate planning questions.
This is a no pressure educational event. We encourage all that own real estate and/or have children (any age) to attend so that we can show you how to protect your assets and transfer them in an efficient manner. Feel free to give our client care coordinator Shawna a call if you have any questions. We look forward to seeing you!