Estate & Tax Planning 101

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link.

Shelley Clark is an estate planning and trust administration attorney at VGK Law in San Rafael. Shelley will cover the fundamentals of estate planning, why its important, what documents are needed and how proper planning can provide peace of mind and help avoid unnecessary stress for your loved ones.

Frank Mario Castellon, CPA, CGMA, MST will provide tax updates and practical insights that can affect your retirement and tax planning. Mario will cover the One Big Beautiful Bill (OBBA), Required Minimum Distributions (RMDs), how Social Security benefits may be taxed, and how Donor-Advised Funds (DAFs) can support charitable giving.

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link

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