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Peace of Mind Webinar 

 

Multi-Generational Planning

What should you tell your parents to do?  Your siblings?  Your kids?  How does it all fit together?

  • Should you Create a Family Foundation?
  • Family Protection Trust for you.
  • Prop 19 – Property you will inherit.
  • Are they setting aside money for your kids?  
    • Worries?
    • Safe ways to do it
      • Crummey Trusts
      • 529 plans

Date: Wednesday, July 9, 2025

Time: 1:00 PM

 

Register Here!

 

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