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Estate Planning Workshop (In Person/ Remote)

January 25, 2023 @ 4:00 pm - 5:00 pm

For many older adults, estate planning is a critical way to provide for their loved ones. That said, it can also be quite challenging to navigate the complexities of probate, taxation, and benefits for all the different types of wills and trusts.

Come join us as Kerry Spence, of Kerry Pence Estate Plans, demystifies the process, teaches you essential components of an effective estate plan, and helps you determine if a living trust is what’s best for you and your family.

Details

Date:
January 25, 2023
Time:
4:00 pm - 5:00 pm
Event Category:

Venue

Vivalon
999 Third Street
San Rafael, CA 94901 United States
+ Google Map
Phone
(415)456-9062

Instructors

Other

Registration Required?
Yes
Zoom Meeting ID
Provided Upon Registration
Funding for these programs, at least in part, is made available by the Older Americans Act, administered locally by the Marin Department of Health and Human Services, Aging and Adult Services.
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