Don't Leave Them Guessing: A Practical Guide to Wills, Trusts & Legacy Giving
When
1:00 PM to 2:30 PM
Where
410 D Street
Petaluma CA 94952
Who can attend
Price
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.

