May 9, 2018 - Join presenter Natalie Spiwak from Affinity Trusts on Tuesday, May 15 at 9 a.m. in Sage 2030 to learn about Living Trusts and estate planning.
Creating an estate plan can be overwhelming with many financial implications at stake. Attend this session to learn more about the following:
- Establishing a Living Trust to avoid probate
- Choosing the right person to make decisions for you in case of a medical emergency
- Avoiding the pitfalls of using joint ownership as a way to transfer property
- Nominating guardians
- Providing for minor children
Please RSVP if you plan to attend.
For more information contact Brian Lindgren at 805-437-8442 or brian.lindgren@csuci.edu.