
Webinars
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
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