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Estate Planning Basics – Sausalito Public Library

April 18, 2019 @ 6:00 pm - 7:00 pm PDT

CFP(r) professional

Who needs an estate plan? Chances are you do. You may think that estate planning is just for the wealthy, but it’s not.

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

In this seminar on Estate Planning Basics, you’ll learn:

Why you need an estate plan
Strategies to plan for incapacity, including special health care directives
Wills, trusts, and life insurance
Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

Please join us at the Sausalito Public Library as Jeanie Schwarz from Lumina Financial Consultants shares her insight of what you should consider to ensure your estate is protected for you and your family.

Estate Planning Basics – Sausalito Public Library


April 18, 2019
6:00 pm - 7:00 pm PDT


Jeanie Schwarz
(415) 944-5040


Sausalito Public Library
420 Litho Street
Sausalito, CA 94965
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