Estate Planning Seminar 10:00 AM

Estate Planning Seminar 10:00 AM
  • 02/03/2020
  • 10:00 am - 12:00 pm
  • Prendergast Hall
    9800 San Juan Street
    Spring Valley , Ca 91977

LEGACY AND ESTATE PLANNING SEMINAR

On Monday February 3, 2020, Santa Sophia is hosting two FREE seminars:

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

 

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