Estate Planning & Family Dynamics

Name: Estate Planning & Family Dynamics
Start: 2025-10-01T18:30:00-07:00
End: 2025-10-01T20:00:00-07:00
Location: Coldwell Banker Realty - Greenbrae

Schedule

Wed Oct 01 2025 at 06:30 pm to 08:00 pm

UTC-07:00

Location

Coldwell Banker Realty - Greenbrae | Larkspur, CA

Help with Trusts, Wills, and the complicated family dynamics that come with them
About this Event

Estate Planning & Family Dynamics

Join us for an informative event on estate planning and how it intersects with family dynamics. Whether you're doing your planning or the executor of an estate, this event at Coldwell Banker Realty - Greenbrae is perfect for anyone looking to secure their family's future. Learn from experts in the field and gain valuable insights into financial planning and legacy building. Don't miss this opportunity to take control of your estate and ensure a smooth transition for your loved ones.

Here is what we will cover:

1. Understanding the Components of an Estate Plan
2. Steps to Maintain Your Plan While Healthy
3. Helping Surrogates Uphold Your Values When You’re Sick or Incapacitated
4. How a Realtor Can Add Value

Also availabe on Zoom. Please register and then email me at [email protected] for the link.