AT THIS COMPLIMENTARY PRESENTATION, WE WILL DISCUSS SEVERAL TOPICS INCLUDING: One Big Beautiful Bill Act: How the new tax law may impact trusts, estate planning, and family succession strategies. Wills and Living Trusts: Learn the advantages and disadvantages to both. Asset Protection: How to protect your assets and your family’s inheritance from creditors, divorce, and lawsuits. Long Term Care Planning: How to avoid losing your life savings. Next Spouse Protection: How to protect your assets from your surviving spouse’s next spouse. Probate: What is it and how to prevent it. Estate Taxes: What are they, and how to minimize or eliminate. Gifting to Children: How and when to gift your assets and why putting property in children’s names may be a mistake. Special Needs: How to provide for special needs (disabled) children and grandchildren. Legacy Planning: Good planning involves more than money. Learn some powerful tools to help instill important values in younger generation family members. And much, much more…
Thursday Mar 12, 2026
10:00 AM - 12:00 PM PDT
The Sheraton Hotel In Petaluma
Free
707-769-9975
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