Tailored Legal attorney John Masnica will be joining his colleague, Josh Koehnen, a Certified Financial Planner with Premier Wealth Management, for an educational workshop, “Estate Planning for You and Your Family.” The workshop will focus on the basic elements of a sound estate plan, including:
- What should be included in an estate plan?
- Who should be appointed as executor or successor trustee?
- What is the difference between a revocable living trust and an irrevocable trust?
- What are the implications of making annual gifts while still living?
- How to ensure all assets are included in a living trust?
- What is an Advance Health Care Directive?
- What is a Durable Power of Attorney?
The workshop will take place on March 27, 2014, at the office of Premier Wealth Management, located at 2525 Camino del Rio South, #100C, San Diego, CA 92108, from 12:00 p.m. to 1:00 p.m. Space is limited so those interested in attending should RSVP to Tailored Legal, APC at 619-566-6985, or to Premier Wealth Management at 619-501-1184. Maple Leaf is our proud partner.
