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ESTATE PLANNING 101: ESSENTIALS FOR YOUR FUTURE | JULY 19TH
Planning for the future doesn’t have to be overwhelming. Join us for a free and informative seminar on Estate Planning 101, where we’ll break down the essentials of securing your assets, protecting your loved ones, and ensuring your wishes are honored.
Date: Saturday, July 19th, 2025
Time: Session 1: 11:00 AM, Session 2: 1:00pm
ESTATE PLANNING 101: ESSENTIALS FOR YOUR FUTURE | JULY 19TH
Planning for the future doesn’t have to be overwhelming. Join us for a free and informative seminar on Estate Planning 101, where we’ll break down the essentials of securing your assets, protecting your loved ones, and ensuring your wishes are honored.
Date: Saturday, July 19th, 2025
Time: Session 1: 11:00 AM, Session 2: 1:00pm
Location: Authentikos Embassy Suites Santa Clara – Silicon Valley 2885 Lakeside Drive, Santa Clara, CA 95054. Get directions: https://maps.app.goo.gl/NSU8G7Qdg4JCM4qp6
- sets.
- Families, retirees, or those unsure if their current plans are sufficient.
- Anyone seeking to reduce taxes, avoid probate, or prevent family disputes.
Ask Yourself:
- Do you have a Will?
- If your estate (including your home) is worth more than $184,000, do you have a Trust?
- Have you legally designated who would care for your children if something happens to you?
- Does your Trust or Will include provisions for estate taxes?
- Do you have an Advance Health Care Directive with the names and contact details of your chosen decision-makers?
If you answered “No” to any of these questions, this seminar is for you!
What You’ll Walk Away With:
- Clarity and confidence about estate planning essentials, explained in simple terms.
- Proven strategies to protect your family, reduce costs, and preserve your legacy.
- Actionable insights to make 2025 the year you take charge of your estate plan.