Hello Everyone! Happy Fall – it’s finally officially here and our minds are being nicely chilled after a very hot summer.
And a cooled mind is a good one for absorbing great information.
And I know that you, as a smart homeowner or homebuyer, want to arm yourself with as much pertinent knowledge and information as possible when it comes to your biggest asset.
That is why I invite top notch professionals in our area to speak to my clients about what matters most to them. For example, on October 20, 2018, I will be welcoming Estate Planning and Trust Attorney Curtis Kaiser to the floor to talk about Six Simple Solutions for Successful Estate Planning, and of course talking about our most basic concerns such as how to put our properties into a trust and why we would benefit from doing that.
The 6 solutions he will be talking about in depth will be:
- Avoiding probate or conservatorship
- Thoughtful trustee selection
- Customized estate plan vs. boilerplate
- Protection for beneficiaries
- Communication with beneficiaries
- Getting rid of “A-B” trusts
What does all this mean? If you don’t know, you are not alone! Don’t miss this hour of essential information for free, and bring all your wonderful questions and comments so maybe you will have a chance to have them answered by Curtis Kaiser.
Here’s a bit about our speaker:
Curtis Kaiser, JD, MBA, of Curtis Law Group is one of a small number of Board Certified estate planning specialists in the Greater Long Beach area. He adeptly guides families, individuals, and small business owners on creating estate plans that minimize taxes, costs, and complications while maximizing simplicity, ease of implementation, and family harmony. Curtis purposely focuses on building relationships with clients and their trusted advisors rather than merely producing documents or conducting legal transactions.
And here are the details of our upcoming seminar – please RSVP to NancyD@century21masters.com to reserve your seat! Space will be limited!
Date & Time: Saturday Oct 20, 2018 @ 9:00 am sharp
Location: 5150 E Pacific Coast Hwy 7th Floor Conference Room, Long Beach, CA 90804
Parking: Underground visitor level P1, enter on Clark Ave – free
Details: refreshments will be served. Please arrive 10 minutes early so we can begin on time at 9 am and be done on time!