Creating a family estate plan gives you and your loved ones the comfort of knowing that the family is prepared, even for unexpected events. A well-crafted plan will address your family's needs, as well as reflect your priorities and values.
Natalie Spiwak, President of Affinity Trusts, will cover:
- What a trustee is, including their duties and responsibilities
- Beneficiary rights, what they need to know
- How to set up your comprehensive family estate plan
- Why you should have a revocable living trust and how to establish one
If you are unable to attend, please register below. The video replay link will be made available within 14 business days after 5/4/23 via email.
Natalie Spiwak and Affinity Trusts are not affiliated with or endorsed by LPL Financial or Kinecta Wealth Management.
Kinecta Wealth Management does not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
The views and content do not reflect Kinecta Federal Credit Union’s view and does not endorse Affinity Trusts, Legacy Planning Group P.C. and Citadel Law Corporation.
Date and Time
Thu, May 04, 2023
5:00p - 6:00p PST