What is Estate Planning?
What situations call for Estate Planning?
What is a Trust?
What is a Will?
About this Event
Join the Financial Planning Association Silicon Valley for this important presentation on Estate Planning Basics!
Do you have concerns around what happens to your home and investments after you pass away? You may need Estate Planning. By definition, 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. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.
Come find out more as we explore:
- What is Estate Planning?
- What situations call for Estate Planning?
- What is a Trust?
- What is a Will?
Your attendance at this program grants permission to the City of Santa Clara to take your photograph and/or your child's photograph for marketing purposes.
Event Venue & Nearby Stays
Northside Branch Library, 695 Moreland Way, Santa Clara, United States
USD 0.00
