Skip to header Skip to main content Skip to footer
Helpful Village logo
Donate Now
Add me to your mailing list
Calendar View | List of Events
Event name

Don't Leave Them Guessing: A Practical Guide to Wills, Trusts & Legacy Giving

When

Thu 08 / 20 / 2026
1:00 PM to 2:30 PM

Where

United Methodist Church Social Hall
410 D Street
Petaluma CA 94952

Who can attend

Open to all

Price

FREE
Register for this event
Do you need a will or a trust? What's the difference, and how do you know which is right for you? If you've been meaning to get your affairs in order but aren't sure where to start, this workshop is for you.

Back by popular demand, estate planning attorney Miranda Dressler will guide participants through the basics of wills, living trusts, beneficiary designations, and other common estate planning tools. With her clear and practical approach, Miranda will help demystify the planning process and explain the advantages and limitations of each option.

We'll also explore simple ways to include a favourite charity or nonprofit in your plans through a beneficiary designation, charitable bequest, or other legacy gift. Whether your goal is to provide for loved ones, support causes you care about, or both, you'll learn how thoughtful planning can help ensure your wishes are carried out.

By the end of the workshop, you'll have a head start on determining the planning path that best fits your circumstances, a better understanding of how charitable giving can be incorporated into your estate plan, and a practical roadmap for the next steps. Leave with greater confidence, clarity, and peace of mind about your future and the legacy you hope to leave behind.