LEGACY AND ESTATE PLANNING SEMINAR
On Monday February 3, 2020, Santa Sophia is hosting two FREE seminars in the Hall:
Morning session from 10:00am—noon; evening session from 6:00pm—8:00pm
This is an information only seminar on ways to better understand the sometimes complex process of estate planning. Topics include:
- Up-To-Date information on Wills and Trusts
- Reasons to Avoid Probate
- Estate Taxes
- How to Reduce or Avoid Income Taxes
- How to Reduce or Avoid Capital Gains Taxes
- The Catholic Advance Health Care Directive
- Power of Attorney
No solicitations will be made. We look forward to seeing you there!
To reserve a seat, contact: Bob Ulrich (619) 463-6629 ext,.104 or rulrich@santasophia.org
