Community Corner
Workshop Series It's Your Estate
"It's Your Estate" Series
The 8-week series will feature professionals sharing information
about: Estate Planning Basics; Advanced Health Care Directives;
Conservatorships & Power of Attorney over Assets; Living Trusts; Charitable
Income & Tax Planning Issues; IRA & Retirement Plan Distributions; the
Role of a Trustee & Executor; and a Case Study/Review. Kote states,
“No financial products will be sold or services promoted, nor will there be any
follow-up phone calls. Charities will not solicit donations. This is a perfect
opportunity to learn without the sales pressure.”
The 1:30 to 3 p.m. Friday series starts on September 13th and
concludes on November 1st. The educational series will be held in the Community Room at the
Susi Q Laguna Beach Senior Center, 380 Third Street, Laguna Beach.
Find out what's happening in Laguna Beachwith free, real-time updates from Patch.
To register for the workshop series contact Laguna Beach Community Foundation at 949-715-8223 or email info@lagunabeachcf.org.