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Estate Planning Basics: What to Know and How to Get Started

Hosted by the Belvedere Tiburon Library Foundation
2027-01-26 18:00:00 2027-01-26 19:00:00 America/Los_Angeles Estate Planning Basics: What to Know and How to Get Started Join us for an introduction to the essentials of estate planning Belvedere Tiburon Library - Founders Room

Tuesday, January 26
6:00pm - 7:00pm

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Join us for an introduction to the essentials of estate planning

Join us for an introduction to the essentials of estate planning.

Participants will learn:

  • How wills, trusts, powers of attorney, and beneficiary designations work
  • How taxes and probate can affect an estate
  • How to incorporate charitable gifts into their plans (a powerful way to give!) and how to find the right advisor.

Estate planning attorney Nadine Aarsheim will lead the October session, which is designed for individuals who are not planning for dependents.

The January session will also address planning for minor children and other dependents.

AGE GROUP: | Seniors | Adults |

EVENT TYPE: | Talk/Lecture | Friends/Foundation |

TAGS: | featured_page1 |

Belvedere Tiburon Library
info@beltiblibrary.org
Phone: (415) 789-2661
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