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How to Preserve Family Wealth: An Overview of Trust & Estate Planning

Event Type: Adult - ISD Program
Date: 4/5/2014
Start Time: 1:00 PM
End Time: 3:00 PM
Description:
 The decisions you make to safeguard family wealth will affect generations to come. Learn the basics of Trust & Estate planning, decide if probate is worth avoiding, hear some advanced strategies to pass wealth to future generations and begin to understand how current legislation will affect your estate. How will health care directives and other decisions be made and by whom?

Join Financial Advisor and CDFA™ Graham Craig for crucial information on how to begin the process of thinking about your finances, your legacy and putting together an Estate plan to carry out your wishes.

Part of our Money Smart Week series

Location: Main Library - Room 1
Status: Closed