The Carmel Foundation Presents "The 10 Most Common Estate Planning Mistakes."

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Name: The Carmel Foundation Presents "The 10 Most Common Estate Planning Mistakes."
Date: January 17, 2018
Time: 2:30 PM - 4:00 PM PST
Event Description:
Join Eric Holk, CA State Bar Certified Specialist in Estate Planning, Trust and Probate Law as he discusses the biggest mistakes most often made by people in planning their estates. He will address such matters as what happens if you die without a will or trust, improper beneficiary designations, improperly funded living trusts, how to minimize or eliminate estate taxes, potential problems with joint tenancy titling, and much more. Protect yourself and your loved ones by avoiding these mistakes!
 
Location:
The Carmel Foundation- Diment Hall, SE Corner 8th & Lincoln, Carmel
Date/Time Information:
Wednesday, January 17, 2018, 2:30pm-4:00pm
Contact Information:
For more information, contact Kimberly Willison, Director of Development at 620.8701.
Fees/Admission:
This presentation is free and open to the public.
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