Living Trusts and Estate Planning
- What
- Living Trusts and Estate Planning
- When
- 2/22/2018, 6:00 PM – 7:00 PM
- Where
- Kern Schools Administrative Offices 11500 Bolthouse Drive, 93311
Regardless of your net worth, it is important you have a plan in place to help overcome the challenges of estate distribution. Kern Schools Federal Credit Union is hosting a complimentary Living Trusts and Estate Planning Workshop presented by Natalie Spiwak, President of Affinity Trusts, to help prepare you and your family for the unexpected.
In California, if you have more than $150,000 in assets, whether you have a will or not, your estate could be subject to the costs and delays of probate.
AT THIS COMPLIMENTARY WORKSHOP YOU WILL LEARN HOW TO:
- Avoid the pitfalls of using joint ownership as a way to transfer property,
- Choose the right person to make medical decisions for you in case of a medical emergency,
- Nominate guardians and provide for minor children,
- Distribute assets according to your wishes, and
- Establish a Living Trust to avoid probate
To RSVP please submit the form below or call (661) 833-7900 / (800) 221-3311 (if outside of Bakersfield).
Kern Schools Federal Credit Union is not responsible for the products or recommendations provided by Affinity Trusts and Citadel Law Corporation, nor any business transactions conducted between the Member and Citadel Law Corporation.Trusts.