Saturday, October 23
Planning Ahead: Retirement, Death and Taxes
On this webinar we will discuss:
- Funeral Pre-Planning and Peace of Mind
- Broadening Your Knowledge of Investing
- Top IRA Mistakes
- Proposition 19 and Proposed Biden Administration Tax Changes
- Trust Administration
Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally as important. We encourage you to take advantage of this free event.
We look forward to seeing you!
Yes! Send me the instructions on how to join this 90 minute client appreciation webinar!
About the Speaker:
About Litherland, Kennedy & Associates
We have been providing quality estate planning services in the Greater Bay Area since 1975. Our firm is committed to helping those concerned with protecting their families from the devastating legal effects of disability and death. With the aid of public seminars, educational presentations, articles, and radio/television interviews, we have championed the use of revocable living trusts as a proven way to protect families from probate, to minimize or eliminate federal estate taxes, and to prevent the Medi-Cal Recovery lien. We are members of the American Academy of Estate Planning Attorneys and National Academy of Elder Law Attorneys.