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Estate Planning and Wealth Transfer

Date(s):

Monday, December 02, 2013

Time:

6:30pm to 7:45pm

Audience:

Category:

Description:

Join us for a presentation by Mariela Henares, a financial advisor from LPL Financial on making sure your assets go to those you choose when you pass.  You will learn about minimizing loss of some/all of your assets when you need long-term care, excessive taxes, and preventing public exposure, costs, and probate. Estate planning can help you leave a legacy to the ones you love that reflects your wishes and gives purpose to what you've accomplished in your life!

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