Wine and Wills: Estate Planning Basics

40432 Winchester Road,Temecula CA 92591

23 May, 2023

Description

Estate Planning has a lot of misinformation on the internet and even among friends. Get the priceless education directly from two Estate Planning attorneys. At our event, you will learn about: Kids' Protection Plan (and what that is); The critical elements of an Estate Plan; Why having an Estate Plan is not just for the wealthy; How an Estate Plan is a critical piece to your financial plan;How to create your legacyThe next steps you need to take to protect what you hold dear