Tuesday, 05. November 2019, REGUS, FREE Living Trust and Tax Update Workshop

from 05. November 2019 - 14:00 till 15:15


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Event description
Have You Updated Your Living Trust in the Last Three Years?

With changes likely on the horizon in 2020, it is important to ensure that your life-savings and your loved ones' financial future are protected. That begins with having an Estate Plan that is up-to-date and properly funded. 

We invite you and your spouse to attend our FREE Living Trust and Tax Update workshop. By attending, you will learn:
• How you can prepare for possible new law or tax changes in 2020• Why many Living Trusts may prevent you from qualifying for important Medi-Cal and VA benefits• Why your Living Trust must initially be set up properly—including alignment, tracking, and verification of your assets—to avoid the expenses, delays, and headaches of Probate Court• The impact of the proposed NEW California Death Tax and proposed partial repeal of Proposition 13• How an outdated Living Trust can force the surviving spouse to endure needless paperwork, legal and accounting fees, and end up with an unnecessary tax bill• Why your potentially most valuable assets such as IRAs and retirement plans may not be properly protected and how the SECURE Act may impact your IRAs and 401Ks
Our workshops are limited to a small group, so register today!
RSVP: 530.392.4112 | team@cunninghamlegal.com |

FREE Living Trust and Tax Update Workshop, REGUS event

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