Financial Wellness – Estate Planning with a Living Trust

July 29, 2021 | 12:00pm - 1:00pm

Do you want to have a happy, healthy, and relatively stress-free relationship with your finances? 

Join us for our free summer webinar series on Financial Wellness. Each session will address a specific finance topic – investing, estate planning, and credit reports – to give you concrete tools to improve your financial wellness. Pick and choose the sessions that apply to you or attend all three. By investing your time in careful financial planning now, you can reap the rewards of reduced stress and the freedom to make choices that allow you to enjoy your life to its fullest.

Estate Planning with a Living Trust

A living trust is an estate planning tool that bypasses probate, the state court process for wrapping up a person’s estate after they pass away. Compared to a will, a living trust can often get inheritances to your beneficiaries more quickly and with less hassle. In this webinar, you will learn the steps it takes to establish a living trust, from initial strategies to the ins and outs of probate, succession, and estate taxes.

This webinar is only available at the scheduled date and time.

Instructor: George Papagiannis has been practicing law for more than 30 years, with an emphasis in estate planning, probate, and trust administration. He has prepared more than 2,500 estate plans and has extensive experience in probate and trust administration matters, as well as business formation, operation, and financial matters. 

Class details are subject to change.

Full event information:

Location: Your Computer

Contact Email:

Contact Phone: 650.723.9649