AT THIS COMPLIMENTARY PRESENTATION, WE WILL DISCUSS SEVERAL TOPICS INCLUDING: -How to avoid unnecessary cost and delay with a living trust. -How to avoid having a Will or Living Trust that says what you want, but fails to DO what you want. -How to protect your children’s inheritance from lawsuits and divorcing spouses. -How recent changes relating to Individual Retirement Accounts (IRAs) under the SECURE Act will impact your estate plan. -How to plan to protect your family from the consequences of your possible incapacity. -How to provide for family members with special needs. -How to protect your children’s inheritance in the event your spouse remarries. -Why putting your property in children’s names or giving it as a gift during your life may be a mistake. And much, much more…
Thursday Oct 30, 2025
30 Oct 2025
The Sheraton Hotel, Petaluma, CA
Free
Printed courtesy of www.petalumachamber.com – Contact the Petaluma Area Chamber of Commerce for more information.
6 Petaluma Blvd. North, Suite B-11, Petaluma, CA 94952 – (707) 762-2785 – pacc@petalumachamber.com