ENJOY A FREE LUNCH & LEARN CALL

 866-200-6296 EXT 200

This is a Free Seminar. There is no selling or obligation Reservations

are required. No children please. Your missing out if you don't attend.

It is strickly a resource for you .

Speakers are Marc Weissman, an Estate Lawyer in San Mateo County

and Karen Myhre, Re/Max Dolphin Real Estate.

Free Seminar
You must register to attend 1-866-200-6296
ext 200


THINGS YOU SHOULD KNOW ABOUT
CONCERNING ESTATE PLANNING
? Is a will enough? Homeownership and probate court Nightmares?
? Establishing a Trust Do I need to hire an appraiser when selling my home?
? Trust Benefits Is there a tax deduction if your name is not on title?
? Types of Trusts Are housing Market headlines misleading?
? Revocable Living Trusts Gifting Real Estate?
? Irrevocable Trusts
Top things to know
• Take stock
• Why do I need a will?
• Do I need a living will and health-care proxy?
• Why should I assign power of attorney?
• Does a trust make sense?
• What's the best way to give money now?

 Date:   more dates to be announced

Time: 11 am - 1 pm 

 Place:  San Mateo Public Library

   55 3rd Avenue  Laurel Room

   San Mateo , CA 

FREE SEMINAR