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Securing Your Final Wishes: A Guide to Wills and Trusts

June 4 @ 11:30 am - 1:00 pm

In this overview session, led by a seasoned expert in estate planning, we will cover the foundational aspects of wills and trusts, highlighting their importance, functionalities, and how they can be tailored to meet your personal and financial goals. Learn about the different types of trusts, how they operate, and the benefits they offer for asset management and protection during your lifetime and beyond.

Our speaker for this event is Madison Gunn of Absolute Trust Counsel.
https://absolutetrustcounsel.com/

This is a free event, a light lunch will be provided.
Event sponsored by Lisa Soloway, CEO, Principal Fiduciary of Soloway Fiduciaries:
https://www.solowayfiduciaries.com

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Securing Your Final Wishes: A Guide to Wills and Trusts

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Details

Date:
June 4
Time:
11:30 am - 1:00 pm

Venue

Saint Matthew
399 Wiget Lane
Walnut Creek, 94598 United States
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