Estate Planning That Holds Up When It Matters
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Join us for a free morning workshop with attorney Kelly Balamuth.
What we'll cover:
• What a trust from 2005–2015 may no longer do, and the few updates that matter most
• Prop 19 in plain English — what changed for California homeowners and their children
• Keeping your home and accounts out of probate, and why that protects your family's privacy
• The difference between a plan that exists and a plan that's actually funded and ready
• Time for your questions — no obligation, nothing to sign
We hope to see you there!
What we'll cover:
• What a trust from 2005–2015 may no longer do, and the few updates that matter most
• Prop 19 in plain English — what changed for California homeowners and their children
• Keeping your home and accounts out of probate, and why that protects your family's privacy
• The difference between a plan that exists and a plan that's actually funded and ready
• Time for your questions — no obligation, nothing to sign
We hope to see you there!
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Where is it happening?
3491 Mount Diablo Blvd, Lafayette, CA 94549-3915, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherCalifornia Trust and Legacy
