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Morro Bay, CA Free Living Trust Seminar | Jan. 24, 2018

January 24 @ 3:30 pm - 4:30 pm

Presenter
Don Swaim
Venue
COMMUNITY CENTER @ Morro Bay
1001 Kennedy Way
Morro Bay, CA 93442

This hour-long session will provide helpful information on AmeriEstate’s affordable, high-quality estate planning services:

  • Why a Living Trust is so important for homeowners.
  • Why you need more than just a Will.
  • Avoiding probate and minimizing estate taxes.
  • Planning for incapacity, protecting your family and your assets.
  • Safeguarding minor children and special-needs dependents.
  • Completing your Living Trust with our easy 3-step, attorney-guided process.
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Details

Date:
January 24
Time:
3:30 pm - 4:30 pm
Event Category:

Organizer

Don Swaim

Venue

COMMUNITY CENTER @ Morro Bay
1001 Kennedy Way
Morro Bay, CA 93442 United States
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