Fundamentals of Estate Planning

8318 North Lake Boulevard,Kings Beach CA 96143

20 October, 2021

Description

Creating a comprehensive estate plan is critical to preserving and distributing your wealth, as well as protecting it from taxes and fees. In this seminar, you will learn the intricacies of being an executor and trustee, trust and estate planning matters, advanced wealth transfer strategies, and asset protection planning. Light dinner and drinks will be served. Participants will receive a workbook with valuable information and many estate planning tools. ABOUT THE SPEAKER: Nicole Vance Nicole Vance is the Regional Director & Senior Wealth Planning Strategist for Dunham Trust Company. Nicole works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning. Read more here: https://www.dunhamtrust.com/. Boys & Girls Club of North Lake Tahoe has been a cornerstone of the North Lake Tahoe community since opening it's doors in 1998. Serving over 1,900 youth annually, the Boys & Girls Club of North Lake Tahoe provides a safe, structured, and positive environment for young people before and after school, during holidays, and summer vacation.