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Estate Planning: What You Need to Know  

Estate planning can be confusing and complicated. Come and learn about the various ways of transferring property interests upon death, from simple beneficiary designations to complex estate tax planning trusts. This presentation will also cover the types of documents used to accomplish estate transfers, as well as useful ancillary financial documents such as powers of attorney, and non-financial documents such as advance health care directives. Bring your questions.

Estate Planning: What You Need to Know
 Show Description
Presenter: Burton Popkoff JD, CPA Fee: $0.00
Date & Time: Th, 1/30/2020, 6:30 PM - 8:30 PM
Location: Room: 303, Mary Stuart Rogers Gateway Building, 37500 Cook St Palm Desert, CA 92211
Accompanied guests are always welcome if space allows, but pre-registration is required. If you would like to bring a guest, please call the OLLI office at 909-537-8270.