Inheritance by Design: Crafting Your Legacy through Estate Planning -- Janet L. Wallace
Thursday, December 14, 2023 1:00pm - 3:00pm
Odd Fellows Hall, SLO
$5 for LLCC Members $10 for Others
Join us for an enlightening estate planning presentation where we demystify the complexities of securing your financial future and leaving a meaningful legacy.
Discover how to craft a personalized estate plan that aligns with your unique goals and values, and gain insights into the legal and financial aspects of estate planning. Whether you're just beginning your journey or looking to fine-tune an existing plan, this presentation is your opportunity to take control of your legacy and leave a lasting impact on your loved ones.
Don't miss out on this invaluable session to safeguard your family's future and find peace of mind in the process.
This course will answer these questions (and others like them):
-- Who needs an estate plan and what is involved?
-- What documents are needed? -- What are the pitfalls of not having an estate plan? -- What are the benefits of having a revocable trust in addition to a Will? -- Does having a trust help me avoid estate taxes? -- What is probate and why should it be avoided? -- Who takes over if I can no longer manage my assets? -- How do I provide for my grandchildren? -- Can someone change my estate plan without my wishes?
A founding partner of O’Leary Wallace LLP, Janet L. Wallace practices in the areas of estate planning and administration. Ms. Wallace also teaches legal courses at Cuesta Community College and California State University East Bay. A graduate of UC Davis School of Law, Ms. Wallace was a recipient of the 2019 Women of Distinction Award presented by Cuesta College and The Community Foundation of SLO, and was named one of the County’s Top 20 Under 40 by the San Luis Tribune .