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Estate Planning

May 22 @ 8:00 am - 5:00 pm

Free
Mac James Thatcher - Financial Advisor

Do you have an estate plan….or a legacy maximization plan? 

The difference may mean lost wealth for your heirs. 

Attend our education event to learn about the mistakes that may exist in your legacy plan. If you don’t know what gaps exist in your planning, your legacy and your family could face taxes, probate expenses, legal issues, and other challenges after you pass away. 

Our presentation will discuss the process of creating a comprehensive estate planning portfolio. Without a comprehensive estate plan, your heirs may face big tax burdens and lengthy legal proceedings, and the court might designate how your assets are divided – even who gets to raise your children. 

Details

Date:
May 22
Time:
8:00 am - 5:00 pm
Cost:
Free

Organiser

James Thatcher
Phone
530-395-0202 ext.201
Email
hello@brightlakewealth.com
View Organiser Website

Venue

Red Bluff Community Center
1500 S Jackson St
Red Bluff, CA 96080 United States
+ Google Map
Phone
(530) 527-8177
View Venue Website