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The Financial Side of Estate Planning Noon

Beyond Wills and Trusts

Join us for a free educational workshop: The Financial Side of Estate Planning: Beyond Wills and Trusts.

Estate planning is usually treated as a legal task, but many decisions that determine how assets transfer are financial ones. This free educational workshop covers what wills and trusts do and don't control, how beneficiary designations and account titling affect outcomes, common mistakes that create unintended consequences, and how tax and family goals fit together. Attendees receive a readiness checklist.

Presented by Daniel L. Foss, ChFC, CLU.

Free and open to the community. Registration is recommended, and walk-ins are welcome. Light refreshments provided.

Educational purposes only. No financial products or services are offered or promoted, and no individualized financial, tax, or legal advice is provided.

Register for the noon event here.

Register for 6pm event here.

The views and opinions expressed by presenters in Santa Cruz Public Libraries programs are their own and do not constitute an endorsement by Santa Cruz Public Libraries or its member jurisdictions. 

Los puntos de vista y opiniones expresadas por los presentadores de programas en las Bibliotecas Públicas de Santa Cruz son propias y no constituyen en un respaldo o reflejo de la postura de las Bibliotecas Públicas de Santa Cruz ni de sus jurisdicciones miembro.