Wine & Wills: Estate Planning Workshop
Wednesday, March 6, 2024 (5:40 PM - 7:15 PM) (PST)
Description
Don’t Leave Your Family At Risk!
Stop putting it off!
Keep your loved ones out of court and out of conflict by getting a current Will or Trust in place.
Learn this and more at our Wine & Wills event:
- Why you need an estate plan, even if you aren’t rich (And, how it may be even more important for families of modest means)
- The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn’t right now, even if you’ve worked with a lawyer).
- How often your Will or Trust needs to be reviewed and updated to ensure they work and don’t become a pile of expensive, and useless, paper in your desk drawer or bookshelf.
- What estate planning should cost and who pays the cost of a “too cheap plan”.
Registration required. 21+ age restriction.
Total Wine & More
40432 Winchester Rd
Temecula, CA 92591 United States
40432 Winchester Rd
Temecula, CA 92591 United States
Wednesday, March 6, 2024 (5:40 PM - 7:15 PM)
(PST)
5:40 pm (doors open) | 6:05 pm (presentation)
Categories
Member Hosted Event
Member Hosted Event
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