Estate Planning for Seniors: For Peace of Mind

Estate planning doesn’t have to feel complicated or overwhelming.

Join Ruben Lopez, Trusts and Estates Attorney, for an easy-to-understand presentation about protecting your wishes, planning for the future, and avoiding costly estate planning pitfalls. Ruben will cover:

• How to avoid probate
• How to plan for unexpected life changes
• How to plan for blended families
• Why it is important to update your Trust

Whether you already have an estate plan or are just getting started, you will leave with helpful questions to consider and steps you can take for greater peace of mind. 

Hosted in La Cumbre Plaza at Grace Fisher’s Clubhouse (catty corner Williams Sonoma). 

Complimentary coffee & cookies provided by Bristol Farms.  Raffle gift card provided by J. Jill.

Special thanks to our Educational Partners: Bristol Farms, Cody’s Cafe, Curated Transitions, J. Jill, Visiting VR, Wood Glen Senior Living & Your SB Team