If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of 18, I talk in terms of Hearts and Minds. Imagine a world...
New Tax Act! – How It Affects You, Your Clients and Real Estate Ownership Date: Tuesday, April 10, 2018 Time: 3:30 PM – 5:30 PM Location: Futura, 1010 Valencia Street, San Francisco, CA 94110 To Register for this free event, please Click Here Stay...
What to do When a Loved One is Alive But Not Well Prepare for the Unthinkable Your estate plan should give you peace of mind. The truth is that most estate plans fail. Documents may be outdated or poorly drafted, assets may be improperly titled, or the trustee or...
Please join us on Friday, April 6, 2018 from 8:00 am to 9:00 am for a Question and Answer Session on how to Plan for Family Members with Special Needs. Q & A: Planning for Family Members with Special Needs Date: Friday, April 6, 2018 Time: 8:00 am to 9:00 am...
Please join us on Wednesday, April 4, 2018 for a Continuing Legal Education workshop to learn about Advanced Topics in California Property Tax and how to get real property to the kids with lower California property taxes using legal entities such as LLCs and...
Life Insurance as a Tool for Advanced Estate Planning – 6 CE Credits Date: March 21, 2018 Time: 8:15 am Registration Time: 8:30 am to 3:00 pm Presentation Continental Breakfast and Lunch will be provided. Join us on Wednesday, March 21, 2018 from 8:30 am to...
