Skip to content

To Trust or not to Trust

November 6, 2017

Speaker: Attorney David Arietta

Wednesday, November 15, 1:00 pm – 2:00 pm
Civic Park Community Center

Is a trust right for you?  Is a will better?  Have you looked at your trust lately?  What does it really say and mean?

Come to an informal discussion on trusts.  We’ll discuss what parts of your trust are most important and whether you are missing any key clauses or if any of your clauses are out of date.  We’ll cover other important topics like who is your trustee and why?  Should you give equally to your children or not?  How are you protected upon incapacity?  Do you really know where your assets are going on your death?  Did you properly amend the trust?   Learn how certain assets may not even be covered by the trust.

Please RSVP at the front desk or call 925-93-5851.

Advertisements

From → Activities, News

Leave a Comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: