Estate Planning Seminar: Sep 23, 2014

Wills, Trusts & Estate Planning Seminar:

De La Housaye & Associates will be conducting a seminar, Wills, Trusts and Estate Planning, Tuesday, September 23, Noon to 1:00 pm at the Microsoft Store at 845 Market Street, Space 257 in San Francisco.

This workshop is for anyone interested in protecting his or her assets from unnecessary loss, taxation, and erosion.  Mr. Jew will discuss the benefits of proper estate planning, the issues regarding Wills and Living Trust as well as the Probate Process.

Topics Include:

  • What is Probate
  • What is Conservatorship
  • Estate & Gift Taxes
  • Credit Shelter Trust

Please RSVP:  https://www.eventbrite.com/rss/user_list_events/69349533227, bondaradmin@mmeducators.org or contact (888) 679-8689

Comments are closed.