Planning for Peace of Mind: Wills & Trusts 101

Thu Apr 17 2025 at 05:00 pm to 06:30 pm UTC-07:00

Santa Cruz Museum of Art & History | Santa Cruz

MAH
Publisher/HostMAH
Planning for Peace of Mind: Wills & Trusts 101
Advertisement
An insightful session on estate planning to help you safeguard your assets, ensure your wishes are honored, and secure your family's future.
About this Event

Join us for an insightful session on estate planning, designed to help you safeguard your assets, ensure your wishes are honored, and secure your family's future. Whether you're just starting out or fine-tuning an existing plan, this presentation will provide practical guidance on key topics such as wills, trusts, powers of attorney, charitable giving, and more.

Leading the discussion is MAH Trustee Roxanne Olson, Esq., founder of Fine Point Law, a boutique firm specializing in estate planning, small business formations, and private real estate transactions. A sought-after speaker, Roxanne is known for making complex legal concepts easy to understand—whether addressing everyday estate planning concerns for non-lawyers or educating on advanced topics, like property tax strategies, for other legal professionals.

Attendees have called her presentations engaging and informative —some have even called it the most fun they've had thinking about their own mortality!

Don't miss this opportunity to gain valuable estate planning insights in a relaxed, approachable setting.

Advertisement

Event Venue & Nearby Stays

Santa Cruz Museum of Art & History, 705 Front Street, Santa Cruz, United States

Tickets

USD 0.00

Discover more events by tags:

Nonprofit in Santa Cruz

Sharing is Caring:

More Events in Santa Cruz

Paint Night at Abbott Square Market!
Wed, 16 Apr, 2025 at 05:30 pm Paint Night at Abbott Square Market!

Abbott Square

Screen Time Film School Film Fest 2025
Wed, 16 Apr, 2025 at 06:00 pm Screen Time Film School Film Fest 2025

Landmark's Del Mar Theatre

Water Education Class @ Blue Zone Waters WEDNESDAY APRIL 16TH @ 6:30 PM
Wed, 16 Apr, 2025 at 06:30 pm Water Education Class @ Blue Zone Waters WEDNESDAY APRIL 16TH @ 6:30 PM

3617 Portola Drive, Santa Cruz, CA, USA

Cory Cross at Moes Alley
Wed, 16 Apr, 2025 at 08:00 pm Cory Cross at Moes Alley

Moes Alley

Chuck Fenda at Moes Alley
Thu, 17 Apr, 2025 at 08:00 pm Chuck Fenda at Moes Alley

Moes Alley

Dom Kennedy at The Catalyst Santa Cruz
Thu, 17 Apr, 2025 at 09:00 pm Dom Kennedy at The Catalyst Santa Cruz

The Catalyst Santa Cruz

Dom Kennedy with Casey Veggies
Fri, 18 Apr, 2025 at 04:00 am Dom Kennedy with Casey Veggies

The Catalyst

Collie Buddz
Fri, 18 Apr, 2025 at 04:00 pm Collie Buddz

The Catalyst

Collie Buddz at The Catalyst Santa Cruz
Fri, 18 Apr, 2025 Collie Buddz at The Catalyst Santa Cruz

The Catalyst Santa Cruz

Flypaper Blues
Fri, 18 Apr, 2025 at 06:00 pm Flypaper Blues

725 Front St. Santa Cruz, CA, United States, California 95060

Santa Cruz is Happening!

Never miss your favorite happenings again!

Explore Santa Cruz Events