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Estate Planning and Wealth Transfer

Discussion

Date(s):

Tuesday, June 10, 2014

Time:

6:30pm to 7:45pm

Location:

Audience:

Category:

Description:

Presenter Mariela Henares explains how to plan your estate so you may be sure your assets will go to those you choose when you die. Eliminate/minimize loss of some or all of your assets when you need long-term care. Minimize excessive taxes. Prevent 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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