Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
July 19, 2018 @ 2:30 pm – 4:00 pm
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
Shelley Lightfoot
858 200-1911

Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

Estate planning used to just be about the avoidance of probate and estate taxes.  Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia.  Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.