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323-776-1900
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No Charge to Attend.
Seating is limited, so sign up today!

Claremont Helen Renwick Library

Topic: Estate Planning

208 N Harvard Ave N, Claremont, CA 91711

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Tuesday, July 28 @ 6:00 – 7:00 pm

(Only a few spots left)

No Charge to Attend.
Seating is limited, so sign up today!


LEARN HOW TO PROTECT YOUR ESTATE AND REDUCE TAXATION ON YOUR ASSETS

Most Americans fear going through probate and dealing with estate taxes. Do you have an estate plan?

Join us at the Claremont Helen Renwick Library for an educational workshop covering Estate Planning (including how to avoid the top 3 estate planning mistakes that could save your heirs time and money) on Tuesday, July 28, from 6:00 – 7:00 pm.

Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens’ inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

If you would like more information on how to protect your assets while passing on your estate in a safe and tax efficient way, this workshop is for you.

Attend This Workshop And Learn:

  • How to protect your assets and reduce taxation
  • How to avoid probate
  • The difference between revocable and irrevocable trusts
  • ​How to control who gets what, when, and how
  • Common misconceptions about estate planning
  • Strategies and methods available to retirees to help develop an estate plan

Note: This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered – see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our Privacy Policy.

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