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We are a fiduciary firm!

(818) 887-6443

[email protected]

20335 Ventura Boulevard, Suite 125

Woodland Hills, CA 91364

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Estate Planning Seminar

October 29, 2019 @ 2:00 pm - 3:30 pm

Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Planning is in good order. You will learn various methods on how your family can be protected from unnecessary legal fees and wasted time with Probate and potentially prevent the loss of your hard earned assets from a Nursing Home should you require care. This seminar will provide you with facts that are straightforward and easy to understand.

We will discuss several important issues, including:

  • the advantages and disadvantages of Wills and Living Trusts
  • how Powers of Attorney work (some Powers of Attorney may not be valid and thus powerless if you become disabled)
  • how Probate works, and why you may want to avoid it for your family
  • why putting property in children’s names may be a mistake
  • how to protect your home and your savings if you end up in a nursing home
  • how you may be able to protect assets inherited by your heirs from lawsuits, divorce, and other claims

This workshop will be taught by Anthony A. Saccaro, ChFC, J. D., Esq. The seminar is FREE but seating is limited. Please call us at (844) 278-2415 to reserve your spot or RSVP online at www.yoursvp.com (enter code YARRUC).

Details

Date:
October 29, 2019
Time:
2:00 pm - 3:30 pm

Organizer

Providence Financial and Insurance Services, Inc.
Phone
818.887.6443
Email
info@providencefinancialinc.com
View Organizer Website

Venue

Woodland Hills Public Library
22200 Ventura Blvd.
Woodland Hills, CA 91364 United States
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